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道明銀行表示,週一公佈的消費者物價指數將有助於了解能源衝擊對加拿大經濟的影響程度。

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-- 本週的焦點將轉向3月的通膨數據,TD銀行表示,這將有助於釐清近期伊朗戰爭引發的能源衝擊對汽油以外的其他領域的影響程度。 加拿大將於週一上午8:30(美國東部時間)公佈3月份的消費者物價指數(CPI)。 TD銀行指出,由於在伊朗戰爭爆發前通膨表現相對穩定,只要核心指標保持穩定,加拿大央行可能會忽略短期內能源價格波動的影響。這為4月29日加拿大央行的政策決定奠定了重要的背景,該行預計政策利率將維持在2.25%不變。 儘管如此,TD銀行預測加拿大央行將密切關注此次衝擊,並在情況發生變化時採取行動。 為因應燃油成本上漲,總理馬克卡尼領導的政府上周宣布暫時中止聯邦燃油消費稅。這些稅金包括每公升汽油10加分,每公升柴油和航空燃油4加分。這項暫停措施將從週一持續到勞動節(9月7日),預計將帶來約24億加幣的稅收減免。 此舉被視為對家庭和燃料密集產業的短期負擔能力支持。道明銀行指出,自由黨政府上週在安大略省和魁北克省的三場聯邦補選中大獲全勝,從而在議會中獲得了多數席位。 道明銀行無需等待太久即可了解加拿大的財政狀況,春季經濟展望將於4月28日發布。此次展望將顯示與戰爭相關的衝擊和新的負擔能力措施如何影響經濟前景。 道明銀行補充道,重要的是,這將是去年秋季通過的新財政年度計劃下的首次春季展望,市場將密切關注臨時救濟措施以及更高的國防和基礎設施目標如何與中期赤字管理相協調。 道明銀行表示,上周公布的數據持續顯示經濟活動低迷但趨於穩定。 3月份全國房屋二手房銷售幾乎持平,價格下滑。房屋開工量也出現疲軟。加拿大房地產市場依然深陷不確定性和可負擔性挑戰的雙重困境,早春活動低於往年同期水準。 然而,2月製造業和批發銷售有所改善,從1月的下滑中反彈。這項復甦主要得益於運輸設備產量的提高,因為汽車裝配線在停產改造後已恢復正常。儘管這些增長是積極的,但它們是在此前疲軟的基礎上出現的,目前市場活動水平僅略高於去年同期。

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