邦达亚洲:加拿大央行按兵不动 美元加元刷新11周低位

Group 1: Canadian Central Bank Announcement - The Bank of Canada announced to maintain the benchmark interest rate at 2.25%, which aligns with market expectations [1][6] - Recent data indicates that the Canadian economy is more resilient than expected, with the central bank stating that the current rate is suitable to address pressures from trade wars and to stabilize inflation near target levels [1][6] - The central bank emphasized readiness to take measures if the economic outlook changes, with a clear indication that significant economic deterioration would be required to trigger a rate cut [1][6][7] Group 2: Japanese Central Bank Policy Outlook - A former Bank of Japan executive indicated that the Bank of Japan's Governor may raise interest rates four times by 2027, with three hikes expected after the anticipated increase next week [7] - The former official suggested that the Bank of Japan may return to a frequency of rate hikes approximately every six months, with an eventual target rate around 1.5% [7] - Further updates on the interest rate forecast are expected in January when the Bank of Japan releases its quarterly economic outlook [7] Group 3: Market Reactions - The U.S. Federal Reserve's decision to cut rates by 25 basis points, which was less hawkish than market expectations, supported a rise in gold prices, with current trading around 4210 [9] - The USD/JPY pair experienced a decline, falling below the 156.00 mark, influenced by profit-taking and a weaker dollar index following the Fed's rate cut [10] - The USD/CAD pair also saw a decline, dropping below the 1.3800 mark to an 11-week low, impacted by the Fed's rate cut and the Bank of Canada's hawkish signals [11]