Group 1 - Canadian Prime Minister Mark Carney is negotiating with the Trump administration to resolve tariff conflicts, with a deadline set for August 1 [1] - Major Canadian exports such as steel, aluminum, and automobiles face high tariff threats, but approximately 80% of exports to the U.S. meet the USMCA's duty-free standards [1] - Economists predict that even if a new agreement is reached, it may not completely eliminate Canada's tariff burdens [1] Group 2 - National Bank Financial's economist Ethan Currie suggests that the new agreement is unlikely to fully relieve Canada's tariff pressures, predicting that the Bank of Canada may cut interest rates up to two more times due to ongoing trade uncertainties [1] - Conversely, Royal Bank of Canada's economist Claire Fan believes that the Bank of Canada will not further lower interest rates, arguing that the effects of previous rate cuts have not fully transmitted to the economy [1] - Fan also indicates that the upcoming fall budget from the Liberal government may allocate hundreds of billions of Canadian dollars in new spending to mitigate the impact of tariffs on the manufacturing-driven economy [1][2]
加拿大降息预期分歧 白银td走势震荡拉升
Jin Tou Wang·2025-07-30 07:17