加拿大丰业银行：预测加拿大央行明年第三季度开始加息

Core Viewpoint - The economic team at Canada's Scotiabank predicts that inflationary risks from U.S. tariffs will compel the Bank of Canada to initiate interest rate hikes in the second half of 2026 [1] Group 1: Interest Rate Predictions - Scotiabank expects the Bank of Canada to raise the benchmark interest rate by 0.5 percentage points starting in the third quarter of next year [1] - The Bank of Canada recently lowered the benchmark interest rate and indicated that the easing cycle may be over, as it seeks to balance economic growth and inflation control [1] Group 2: Economic Context - The recent rate cut by Scotiabank was described as a precautionary measure against potentially weaker economic outcomes amid uncertainty [1] - The likelihood of initiating a rate hike cycle will depend on the impact of new government spending proposals on the economy [1]