加拿大Central 1 Credit Union预计,加拿大央行本轮加息周期可能只会加息两次,而且首次行动要到明年初才

智通财经
Oct 06
加拿大Central 1 Credit Union预计,加拿大央行本轮加息周期可能只会加息两次,而且首次行动要到明年初才会出现,明显没有当前金融市场定价所反映的那么激进。Central 1经济学家布Bryan Yu表示,加拿大目前正处于高度不确定时期,经济前景仍在快速变化。美债及加拿大债券收益率大幅上升、关税影响以及油价剧烈波动,都增加了政策判断难度。Yu指出,加拿大核心通胀目前仍接近2%,而受贸易不确定性影响,经济增长可能在2026年末放缓。与此同时,较高的债券收益率也可能压制房地产市场复苏,从而限制加拿大央行进一步收紧货币政策的必要性和空间。

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