加元:零售数据受关注以观察消费反弹 – 道明证券
道明证券(TD Securities)分析师预计加拿大 2 月份零售销售环比增长 0.7%,低于市场普遍预期的 0.9%。他们认为,汽车销售增长和汽油价格上涨支撑了整体和剔除汽车的零售销售数据。

道明证券(TD Securities)分析师预计加拿大 2 月份零售销售环比增长 0.7%,低于市场普遍预期的 0.9%。他们认为,汽车销售走强和汽油价格上涨支撑了整体和剔除汽车后的零售销售数据。尽管贸易服务业的工作时长有所下降,但他们判断家庭用品消费有望在第一季度实现强劲反弹。

加拿大零售销售支撑加元

“我们预计 2 月份零售销售环比增长 0.7%(市场预期 0.9%),以延续上月的良好表现,汽车销售走强有助于支撑整体数据。”

“新车销售仍远低于第三季度水平,但在一月和二月有所回升,而汽油价格上涨应成为剔除汽车零售销售环比增长 0.4%(市场预期 0.8%)的主要驱动力。”

“贸易服务业并非 2 月份就业报告中唯一的疲软环节,但该行业的工作时长环比仍下降了 1.5%。”

“汽油价格上涨的贡献应促使销售量方面的增幅更为温和,这仍将使家庭用品消费有望在第一季度实现强劲反弹。”

(本文由人工智能工具协助生成,编辑审核。)

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