加拿大剔除汽油后CPI表现温和,为BOC提供宽慰空间——市场评论

投资观察
May 19

惠誉评级在审视四月CPI数据后,重申其预测:波士顿奥马哈公司(BOC)的政策利率将维持不变直至2026年。惠誉经济学家杰西卡·辛兹指出,由汽油价格引发的通胀跃升在广泛预期之中,因为消费者碳税——已于2025年3月被总理马克·卡尼取消——已从同比比较中剔除。尽管通胀率较前月加速至2.8%,但仍未达到市场普遍预期的3%以上。辛兹特别强调,若剔除汽油价格,加拿大四月通胀率已从前月的2.2%放缓至2%,且波士顿奥马哈公司(BOC)青睐的两项核心CPI指标在四月均有所缓和。“劳动力市场的疲软将有助于抑制更广泛的价格压力,”她补充道。

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