市场分析：加元动能遭遇宏观逆风

Core Viewpoint - The Canadian dollar has appreciated by 3.5% against the US dollar in the second quarter, driven by rising oil prices and negative sentiment towards the US dollar, despite domestic economic challenges [1] Group 1: Economic Indicators - Domestic demand in Canada is weak, and the unemployment rate is rising, which casts a shadow over the outlook for the Canadian dollar [1] - The Canadian bank anticipates that the Bank of Canada will lower interest rates in July, contrary to current expectations, which may weaken the Canadian dollar [1] Group 2: Political and Market Dynamics - The recent throne speech in Ottawa marks a departure from the practices of the Trudeau era, making Canada more attractive for private capital [1] - The Canadian bank projects that the USD/CAD exchange rate will peak at 1.38 before trending towards 1.34 [1]