-- 道明银行表示,本周市场关注的焦点是加拿大央行的利率决议。 加拿大央行将于周三发布政策声明和新的货币政策报告(MPR)。 道明银行指出,市场普遍预期加拿大央行将维持利率不变。鉴于伊朗战争带来的经济影响仍存在高度不确定性,现在改变利率政策还为时过早,尤其是在核心通胀依然表现良好的情况下。 尽管如此,上周的加拿大央行商业展望调查(BOS)显示,短期通胀预期略有上升,但长期通胀指标依然保持稳定。道明银行预计,加拿大央行将强调其在必要时采取行动以维持通胀预期稳定。 道明银行还指出,本周二联邦政府也将发布春季经济展望报告。 去年11月的预算案将2026/27财年的财政赤字设定为国内生产总值(GDP)的“高位”2.0%。该银行补充说,与省政府本预算季的预期相比,这一缺口也将处于较高水平。 然而,今年名义GDP(政府收入的主要来源)的预期可能会比去年11月有所上调。道明银行表示,此次更新可能不会包含实质性的新措施,因为此前已经宣布了一些措施,例如食品杂货补贴增加。
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Deutsche Bank Sees USD/CAD at 1.25 at End 2028 From Current 1.37
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Oil Prices Rise Amid US-Iran Stalemate
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