加拿大元:复苏疑虑推迟加拿大央行加息 – 德国商业银行
德国商业银行(Commerzbank)的迈克尔·菲斯特(Michael Pfister)指出,加拿大第一季度实际国内生产总值(GDP)意外收缩,且前一季度数据被下调,这削弱了对2026年经济复苏的希望。

德国商业银行的Michael Pfister指出,加拿大第一季度实际国内生产总值(GDP)意外收缩,且前一季度数据被下调,这削弱了2026年经济复苏的希望。鉴于劳动力市场已发出多重警告,他认为加拿大央行(BoC)加息的可能性极具疑问。他预计在12月之前不会收紧政策,并认为美元/加元走低是由于美元(USD)走弱,而非加元(CAD)走强。

疲弱数据挑战加拿大央行收紧政策

“一些市场参与者曾希望加拿大经济今年将实现复苏。然而,增长数据现已明确质疑这一复苏,尽管劳动力市场早已发出多重警告信号。”

“正如我们多次在本栏目中所论述的,缺乏复苏使得加拿大央行潜在的加息举措极具疑问。”

“要实现更强劲的增长,伊朗战争必须尽快结束,美加关系也需改善。”

“我们坚信这还需要数月时间,因此预计最早也要到12月才会加息。”

“因此,预期美元/加元走低的投资者应继续关注美元走弱,而非加元走强。”

(本文借助人工智能工具撰写,并由编辑审核。)

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