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荷兰国际:加拿大央行鹰派门槛较高

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2026-07-15 08:29:11
据金十数据报道,荷兰国际银行认为,加拿大央行采取实质性鹰派立场的门槛很高,预计今晚的会议不会出现意外。除非油价反弹至四五月份的水平,否则通胀前景依然过于温和,不宜加息,尤其是考虑到美墨加协定不确定性带来的就业和经济活动下行风险。该行指出,目前,加拿大央行鹰派立场的调整以及油价上涨短期内支撑了加元,但与美墨加协定相关的风险溢价将在第三季度持续走高,预计未来几个月美元兑加元不会跌破1.40。
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