机构：预计加拿大央行4月将降息，因经济面临衰退风险
2025-03-21 01:47:45
加拿大蒙特利尔银行(BMO)最新利率预测报告引发市场关注，该行打破市场共识，预计加拿大央行将在4月货币政策会议上将主要利率下调25个基点至2.5%。这一预测与市场普遍预期形成鲜明对比，多数机构认为由于通胀加速，加拿大央行将在4月份维持利率不变。
BMO分析师团队指出，推动这一预测的关键因素包括：美国总统特朗普的关税政策收紧预期、加拿大国内经济放缓迹象以及通胀前景变化。该行预计，随着政策调整的持续推进，加拿大央行的政策利率将在今年夏季达到2%的水平。
加拿大央行行长麦克莱姆(Tiff Macklem)近期在公开讲话中强调，关税政策带来的通胀风险仍然值得警惕。他特别指出，2月份CPI数据的显著上涨"引起了我们的注意"，暗示央行正在密切关注通胀走势。
BMO报告进一步分析称，虽然3月份消费者价格指数(CPI)可能继续保持高位，但随着自由党政府在选举前取消碳税的政策效应显现，预计4月份通胀压力将有所缓解。该行认为，尽管4月份维持利率不变是一个可行选项，但考虑到经济"正屈服于预期的衰退"，降息可能是更优选择。
对投资者的影响：
1. 债券市场：降息预期可能推动债券价格上涨，收益率下降
2. 股市：降息通常利好股市，特别是对利率敏感的房地产和金融板块
3. 外汇市场：加元可能面临贬值压力
4. 房地产市场：贷款利率下降可能刺激购房需求
5. 投资策略：投资者可能需要重新评估固定收益类资产配置
7x24 快讯
22:36 2025-04-01
Federal Reserve Goolsbee: If we can weather this period of uncertainty, the underlying strength of the economy remainsMr. Goolsby, the Fed, said hard data on the US economy remained fairly solid. The underlying strength of the economy remained if it could weather this period of uncertainty. The performance of soft data and hard data was very different, and confidence almost collapsed.
22:36 2025-04-01
Meta plans to launch its first glasses with screens as early as the end of this yearMarket news: Meta plans to launch its first glasses with a screen as early as the end of this year, priced at over $1,000.
22:27 2025-04-01
US retail groups are urging Trump to drop tariffsBefore Trump announced the tariffs, the National Retail Leaders Association asked the administration to change its focus. The group said it strongly urged Trump to double down on the policies of his first term, such as the Tax Cuts and Jobs Act and the United States-Mexico-Canada Agreement (USMCA), which will reduce costs while delivering growth, while urging Trump to abandon policies that create uncertainty for American businesses and households. Michael Hanson, who leads the group's public aff...
22:21 2025-04-01
The US Treasury Secretary: The tariffs announced on Wednesday are a ceilingCNBC reporters said on social media that U.S. Treasury Secretary Besson told lawmakers that the tariffs announced on Wednesday were a "cap" and that the tariffs announced tomorrow were the highest level, and then countries could take steps to reduce them.
22:11 2025-04-01
White House: White House plans to hold Oval Office meeting on TikTok tomorrowWhite House: The White House plans to hold a meeting tomorrow in the Oval Office on TikTok. Trump is expected to meet with senior cabinet officials and the vice president to discuss TikTok potential investors.
22:05 2025-04-01
The probability that the Federal Reserve will keep interest rates unchanged in May is 91.8%.According to the CME "Fed Watch", the probability that the Fed will keep interest rates unchanged in May is 91.8%, and the probability of a 25 basis point cut is 8.2%. The probability that the Fed will keep interest rates unchanged in June is 21.2%, the probability of a cumulative 25 basis point cut is 72.5%, and the probability of a cumulative 50 basis point cut is 6.3%.
21:56 2025-04-01
Trump's second son: Bitcoin is one of the greatest stores of value"Bitcoin is one of the greatest stores of value, extremely liquid and a great hedge for real estate," said Eric Trump, Mr. Trump's second son.
21:41 2025-04-01
Wall Street investment bank Monness Crespi downgraded Strategy's rating to sell, believing its share price still has room to fallAlthough Strategy (MSTR) 's massive purchase of Bitcoin (BTC) has caused its share price to soar by more than 2,500% over the past five years, Wall Street analysts believe that the situation could soon reverse.
Investment bank Monness Crespi downgraded MSTR's rating to sell, arguing that its share price has room to fall further. Monness Crespi analyst Gus Gala believes that it will become increasingly difficult for MSTR to raise funds to buy bitcoin by issuing shares, forcing the company to turn...
21:32 2025-04-01
The dollar index rose 0.04% on the 1st.The dollar index, which measures the greenback against major currencies, rose 0.04 percent to close at 104.260 in late foreign exchange trading.
21:32 2025-04-01
The offshore yuan fell 149 points against the dollar from late trading in New York on MondayThe offshore renminbi (CNH) was trading at 7.2808 yuan against the US dollar at 04:59 Beijing time, 149 points lower than the end of trading in New York on Monday, and the overall trading was in the 7.2633-7.2840 yuan range during the day.
21:14 2025-04-01
GameStop has completed 1.30 billion USD convertible note issue and is about to buy bitcoinGameStop (ticker: GME), the US video game retailer that may be about to or has already begun allocating bitcoin assets, issued a $1.30 billion five-year convertible note that was fully subscribed, including greenshoes, raising a total of $1.50 billion and net income after fees of $1.48 billion, according to a regulatory filing after the US market closed on Monday.
When GameStop announced its fourth-quarter earnings, the board of directors, led by CEO Ryan Cohen, passed a resolution to update the...
21:02 2025-04-01
US media: Office of the US Trade Representative offers Trump new tariff optionsAccording to the Wall Street Journal, the Office of the United States Trade Representative (USTR) is preparing a new tariff option for Trump, namely to impose sweeping tariffs on some countries, and the tax rate may not be as high as the general tariff of 20%.
热门资讯
朝鲜黑客为何如此擅长窃取加密货币？Vitalik：“DAO”意味着“项目”，“official”则意味着“骗局”pump.fun月收入超过Uniswap，在所有区块链中排名第四Baby Doge：已发起提案拟放弃以太坊和BNB Chain上的代币合约PayPal 稳定币 PYUSD 将上线 SolanaBitget推出3月合约排位赛，总奖池10万枚BGBBinance Labs投资孵化器第六期7个项目，包括Cellula、NFPrompt等Aevo已上线AEVO Pre-launch合约，现报价2.6美元币安未来几天将进行钱包维护，期间或出现大额转账Bithumb将停止支持Velo Protocol（VELO）交易，并将Conan（CON）指定为投资警示项目Framework Ventures过去14小时向Coinbase存入400万枚SNX富达FBTC和Valkyrie BRRR昨日净流入额均创新高
相关推荐
朝鲜黑客为何如此擅长窃取加密货币？曾50倍杠杆获利713万美元巨鲸再次50倍做多ETH美股加密板块盘前走低，ProShares比特币策略ETF下跌5.4%Bitget推出3月合约排位赛，总奖池10万枚BGBBinance Labs投资孵化器第六期7个项目，包括Cellula、NFPrompt等Aevo已上线AEVO Pre-launch合约，现报价2.6美元币安未来几天将进行钱包维护，期间或出现大额转账Bithumb将停止支持Velo Protocol（VELO）交易，并将Conan（CON）指定为投资警示项目Framework Ventures过去14小时向Coinbase存入400万枚SNX富达FBTC和Valkyrie BRRR昨日净流入额均创新高Aevo上线Wormhole（W）Pre-launch合约，现报价1.79美元
