随着GDP数据发布,加拿大央行持稳利率的信念遭遇挫折

投资观察
Nov 03, 2025

0854 ET - 经济学家大卫·罗森伯格在审视了加拿大8月份的GDP数据后表示,加拿大央行不再降息的观点“遭遇了一些冲击”。8月份GDP较前一个月下降了0.3%。与去年同期相比,GDP仅微涨0.7%,罗森伯格称这一数据低于加拿大央行对潜在增长的修正预期。这将“为经济闲置能力的持续存在铺平道路,而这正是去通胀背景所固有的”,罗森伯格表示。他认为,尽管加拿大央行已经发出宽松周期或已结束的信号,但仍将不得不再次降低基准利率。(Paul.Vieira@wsj.com; @paulvieira)

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