加拿大关税冲击CPI,央行任务愈发棘手

投资观察
Aug 26

美东时间13:36——Desjardins资本市场董事总经理罗伊斯·门德斯估算,加拿大针对美国商品的反制性关税方案,或将为国内通胀增添约0.2个百分点的压力。而眼下,通胀已然徘徊在加拿大央行目标区间的上沿。加拿大政府宣称,自9月8日起,将对数百种美国商品征收税率在15%至50%不等的关税。门德斯指出,倘若消费者的购买模式维持不变,且关税措施持续一整年,这些关税有望为渥太华带来高达70亿加元的财政收入。然而,他也警示,此举将使加拿大央行陷入进退维谷的境地——一边是投资与雇佣步伐放缓的现实,另一边却是贸易摩擦所引发的消费品价格攀升,外加油价居高不下,多重因素交织,令决策难度陡增。

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