邦达亚洲:加拿大央行如期利率维稳 美元加元小幅下行

Group 1: Canadian Central Bank and Economic Outlook - The Bank of Canada announced to maintain the benchmark interest rate at 2.25%, aligning with market expectations and economists' forecasts [1][6] - Governor Macklem indicated high uncertainty regarding the duration of the current pause on interest rate changes and the direction of future policy adjustments [1][6] - Macklem noted that the Canadian economy is adapting to structural challenges posed by U.S. protectionism, making it difficult to predict the timing and direction of the next interest rate change [1][6] Group 2: U.S. Treasury and Currency Market - U.S. Treasury Secretary Scott Bentsen denied any consideration of selling dollars to buy yen to assist Japan in stabilizing its currency, reaffirming a long-standing "strong dollar policy" [1][6] - Bentsen's statements quickly quelled market speculation about potential U.S.-Japan currency intervention, emphasizing that the strengthening of the dollar should rely on structural improvements rather than administrative interventions [1][7] Group 3: Market Data and Economic Indicators - Key economic data to watch includes the Eurozone's January Economic Sentiment Index, January Consumer Confidence Index final value, U.S. November Trade Balance, initial jobless claims for the week ending January 24, November Factory Orders month-on-month, and November Wholesale Inventories final value [2][7]