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道明银行表示,周一公布的消费者物价指数将有助于了解能源冲击对加拿大经济的影响程度。

-- 本周的焦点将转向3月份的通胀数据,TD银行表示,这将有助于厘清近期伊朗战争引发的能源冲击对汽油以外的其他领域的影响程度。 加拿大将于周一上午8:30(美国东部时间)公布3月份的消费者价格指数(CPI)。 TD银行指出,由于在伊朗战争爆发前通胀表现相对稳定,只要核心指标保持稳定,加拿大央行可能会忽略短期内能源价格波动的影响。这为4月29日加拿大央行的政策决定奠定了重要的背景,该行预计政策利率将维持在2.25%不变。 尽管如此,TD银行预测加拿大央行将密切关注此次冲击,并在情况发生变化时采取行动。 为应对燃油成本上涨,总理马克·卡尼领导的政府上周宣布暂时中止联邦燃油消费税。这些税款包括每升汽油10加分,每升柴油和航空燃油4加分。这项暂停措施将从周一持续到劳动节(9月7日),预计将带来约24亿加元的税收减免。 此举被视为对家庭和燃料密集型行业的短期负担能力支持。道明银行指出,自由党政府上周在安大略省和魁北克省的三场联邦补选中大获全胜,从而在议会中获得了多数席位。 道明银行无需等待太久即可了解加拿大的财政状况,春季经济展望将于4月28日发布。此次展望将显示与战争相关的冲击和新的负担能力措施如何影响经济前景。 道明银行补充道,重要的是,这将是去年秋季通过的新财政年度计划下的首次春季展望,市场将密切关注临时救济措施以及更高的国防和基础设施目标如何与中期赤字管理相协调。 道明银行表示,上周公布的数据继续显示经济活动低迷但趋于稳定。3月份全国房屋二手房销售几乎持平,价格有所下滑。房屋开工量也出现疲软。加拿大房地产市场依然深陷不确定性和可负担性挑战的双重困境,早春活动低于往年同期水平。 然而,2月份制造业和批发销售有所改善,从1月份的下滑中反弹。这一复苏主要得益于运输设备产量的提高,因为汽车装配线在停产改造后已恢复正常。尽管这些增长是积极的,但它们是在此前疲软的基础上出现的,目前市场活动水平仅略高于去年同期。

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