市场观察:加拿大央行料将按兵不动,静待美墨加协定谈判明朗化

投资观察
Feb 24

市场分析显示,加拿大央行预计将维持现行利率政策不变,直至《美墨加协定》谈判结果趋于明朗,届时才会启动加息周期。丰业银行在其季度股东报告中指出,该行目前的基本假设是北美自由贸易协定将以小幅调整的方式获得续签,但同时也承认,围绕此事及其他主要与美国政策相关的地缘政治和金融风险所带来的不确定性,对其经济展望构成重大威胁。

就当前形势而言,丰业银行预计通胀压力将使核心通胀率持续维持在加拿大央行1%至3%目标区间的上半部分。该行预测,政策利率将在2027年初达到3%的水平。

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