加拿大央行政策路径或不如市场预期般激进

投资观察
Oct 06

0810 ET - Central 1 Credit Union预计,加拿大央行将加息两次,且首次行动要等到明年初才会落地——尽管金融市场当前定价所反映的加息周期更为激进。经济学家Bryan Yu指出,该国正处于高度不确定时期,前景充满变数,债券收益率飙升、关税冲击以及油价剧烈波动交织其间。Yu表示,加拿大核心通胀仍徘徊在2%附近,而随着贸易不确定性发酵,2026年末经济增长料将放缓,债券收益率走高也将抑制房地产市场的复苏势头。

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