加拿大经济仍在艰难应对贸易不确定性的挑战。宏利投资管理的Dominique Lapointe指出,去年11月制造业、批发贸易及行政支持行业均出现环比收缩。最新数据预示2025年第四季度国内生产总值或将再度萎缩。
Lapointe强调,特朗普总统最新威胁要取消所有加拿大制造飞机的认证,并对销往美国的新造加拿大飞机加征50%关税,这进一步加剧了市场不确定性。他确信2026年达成协商性自由贸易协定的可能性正日益渺茫。
此外,市场定价目前基本符合其预测——加拿大央行今年将维持政策利率不变。贸易阴云持续笼罩之际,经济数据的疲软表现与政策前景的僵持态势,正共同勾勒出加拿大经济发展的阻力轨迹。
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