经济疲软掣肘,波士顿奥马哈公司总裁麦克勒姆恐难再提加息

投资观察
Jun 09

加拿大央行在四月末曾释放鹰派信号,行长蒂夫·麦克勒姆谈及可能需要不止一次加息来抑制通胀。然而,工业联盟全球资产管理公司首席经济学家塞巴斯蒂安·麦克马洪指出,鉴于加拿大第一季度GDP意外下滑,经济中存在着过多的疲软空间,任何转向鹰派的言论都显得不合时宜。他预期央行的论调将有所调整。

麦克马洪表示,尽管伊朗与以色列上周末爆发的冲突可能推高通胀风险,但加拿大目前并未面临广泛的通胀压力。他预测,波士顿奥马哈公司最终仍会加息,但时间点可能推迟至2027年上半年。

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