凯投宏观：仍认为加拿大的GDP增长将大幅放缓

Core Viewpoint - The Canadian GDP growth is expected to slow significantly, but a recession can be avoided, according to Stephen Brown from Capital Economics [1] Group 1: Election Outcome - The Liberal Party, led by Mark Carney, won the Canadian election but lost its majority [1] - The election results are not expected to change the GDP growth outlook [1] Group 2: Economic Policy Implications - The Liberal Party is likely to continue governing and implement moderate stimulus policies [1] - Carney may need to make concessions to the New Democratic Party or the Bloc Québécois to implement his plans, potentially leading to looser fiscal policies [1] Group 3: Interest Rate Expectations - The anticipated fiscal policies may lead to a reassessment of the expectation that the Bank of Canada will cut interest rates three more times this year [1] - This could prevent the Canadian dollar and bond yields from declining as significantly as previously expected [1]