财经快讯

荷兰国际:因北美自贸协定再谈判风险 加拿大央行更为谨慎

日期:2017-08-22
荷兰国际集团分析师周一(08月21日)指出,加拿大7月CPI数据与预期一致,但核心CPI的小幅上扬,略有提升加拿大银行政策预期。

引述:

荷兰国际:因北美自贸协定再谈判风险 加拿大央行更为谨慎(图1)
我们的经济学家预测10月加息的可能性极大,这在加元的价格上也已有所反应。目前更大的讨论围绕明年央行会加息几次,以及是否加拿大2年期国债收益率会再走高?

我们对北美自由贸易协定重新谈判风险,及美国大范围的政治前景不明朗保持谨慎,政策制定者行事也更为谨慎。我们可能需要看到另一些积极的宏观新闻,如关注在周一的贸易数据及周四的6月零售数据上,以抵消这些风险事件带来的影响。

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