聚焦CPI与地缘局势 加元走势前瞻

Group 1 - The core support for the Canadian dollar comes from the continuous rise in oil prices, driven by supply concerns related to the situation in Iran, which has led to a weakening of the USD/CAD pair for two consecutive days [1] - The WTI crude oil price has been rising for several consecutive trading days, reflecting the sensitivity of the Canadian dollar to oil price fluctuations [1] - The geopolitical tension regarding Iran has intensified market expectations of potential supply disruptions, further amplifying oil price volatility [1] Group 2 - The downward space for the USD/CAD pair is constrained by multiple factors, including signs of stabilization in the USD after a slight decline [2] - Market focus is shifting towards the upcoming U.S. Consumer Price Index (CPI) data, with expectations that stronger inflation data could undermine Fed easing expectations and provide short-term support for the USD [2] - Concerns regarding the independence of the Federal Reserve continue to affect market sentiment, with uncertainties surrounding recent judicial comments and upcoming Supreme Court rulings on tariff policies [2]