1633 ET - 两家主要加拿大银行的经济团队预测,加元将在2026年升值,USDCAD预计将从目前的C$1.40降至明年底的C$1.33。BMO资本市场指出,加拿大央行进一步降息的可能性已经减弱,而美联储可能会继续宽松政策。BMO预计,加元仍将落后于其他发达经济体,由于美国的贸易政策不确定性,其对C$1.33的预期是建立在现有的USMCA贸易协定保持不变的基础上。同时,诺瓦 Scotia 银行表示,利率政策和“显著的财政刺激”将有助于支持加拿大的GDP增长,并预计美加利差在2026年前会缩小。Scotiabank还补充说,贸易政策风险对其预测构成了“明显且迫在眉睫的威胁”。
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