-- カナダ銀行は水曜日に会合を開く予定で、UBSは引き続き慎重な姿勢が続くと予想している。 UBSは、最近のインフレ統計がカナダ銀行自身の予測を下回ったことで、依然として脆弱な国内経済情勢と軟化する労働市場の動向を踏まえ、慎重な姿勢が求められる理由が強まったと指摘した。 UBSは顧客向けレポートの中で、カナダドル(CADまたはルーニー)はここ数週間、エネルギー価格の上昇と米ドル(USD)の広範な下落に支えられ、一定の底堅さを見せていると述べている。 しかしながら、UBSはこの底堅さは今のところ限定的だと見ている。イラン・イラク戦争の影響で米ドルは依然として強い状態にある一方、カナダドルはキャリートレードの魅力が限られており、USMCA関連の動向をめぐる不確実性が依然として残っていると指摘した。 UBSは、カナダドルの中期的な見通しは「制約されている」と付け加えた。 その結果、UBSは引き続き、高利回り通貨に対するカナダドルの売りポジション、および政治的・貿易関連リスクによって市場心理が不安定になりやすい一部のUSMCA通貨ペアに対する売りポジションを推奨している。
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