-- 羅森伯格研究公司表示,加拿大阿爾伯塔省和魁北克省未來六至十二個月內可能會舉行主權公投。阿爾伯塔省的公投預計於十月中旬舉行,魁北克省的省選則可能在十月初舉行,魁北克分離主義政黨魁北克人黨略佔優勢。 羅森伯格研究公司指出,由於民眾支持率平均低於30%,這兩項公投都不太可能獲得多數支持。 此外,羅森伯格表示,即使阿爾伯塔省的公投——假設如此——獲得通過,由於法律和憲法方面的問題,其結果也不具有法律效力。 該公司還補充道,魁北克省和阿爾伯塔省的債券利差在過去幾個月略有擴大,反映出風險上升。 1995年魁北克獨立公投導致聯邦債券和魁北克省債券利差顯著波動,且隨著公投日期的臨近,利差進一步擴大。 羅森伯格認為,這些事件將在2026年秋天引發事件驅動型市場波動,並對加幣(CAD或加幣)構成下行壓力。但這些事件對債券市場的影響相對較小,不會改變羅森伯格對兩年期加拿大債券的看漲預期。
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