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羅森伯格研究公司稱,加拿大央行不打算追殺油價上漲。

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-- 羅森伯格研究公司表示,加拿大央行週三發布的新聞稿完全沒有鷹派傾向。 羅森伯格指出,政策利率連續第三次維持在2.25%不變並不令人意外,但聲明措辭謹慎,語氣非常克制。 羅森伯格表示,重要的是,聲明中沒有任何內容證實市場先前關於加拿大將三次升息的觀點。充其量,這只是一個延長的「觀望」策略。 儘管短期通膨預期隨著能源價格衝擊而上升,但加拿大央行指出,「長期通膨預期保持穩定」。羅森伯格強調,對於任何央行的決策而言,後者更為重要。 聲明明確表示,加拿大央行已準備好並願意“忽略戰爭對通膨的直接影響”,同時補充說,如果出現任何可持續的通膨傳導跡象,央行隨時準備做出應對。 加拿大央行補充道,迄今為止,「幾乎沒有證據表明油價上漲已對經濟產生更廣泛的影響」。預計通膨率將在4月達到3.0%的峰值,並在2027年初降至2.0%的目標水準。 羅森伯格補充說,與市場預期相比,「實際上,這在邊緣上可以算是鴿派」。

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