Group 1 - The USD/CAD exchange rate shows limited short-term volatility, indicating stability in the currency pair [1] - Trump has made a statement regarding the potential exemption of tariffs on Canada, suggesting a wait-and-see approach [1] - Canada responded with a phone call following the letter sent by the U.S., indicating ongoing communication between the two countries [1]

Core Viewpoint - President Trump has indicated a wait-and-see approach regarding the exemption of tariffs on Canada, suggesting potential future developments in trade relations [1] Group 1 - The statement reflects the ongoing discussions and negotiations surrounding trade policies between the United States and Canada [1]

美国总统特朗普：（关于加拿大关税）认为这一举措反响相当良好。 ...

加拿大多伦多股指开盘下跌22.97点，跌幅0.08%，报27,011.29点。 ...

7月3日消息，加拿大5月出口608.1亿加元，前值由604.4亿加元修改为601.2亿加元；5月贸易帐-59亿加 元，预期-59亿加元，前值由-71.4亿加元修改为-76亿加元；5月进口666.6亿加元，前值由675.8亿加元修 改为677.2亿加元。 ...

Core Viewpoint - President Trump reiterated that Canada should be the 51st state of the United States [1] Group 1 - The statement reflects a significant political stance that could influence U.S.-Canada relations [1]

加皇银行：加拿大经济疲软，但预计不会陷入衰退 金十数据6月27日讯，加拿大皇家银行的Claire Fan说，加拿大4月份GDP环比收缩0.1%，初步估计5月份 也会出现类似收缩，这表明第二季度GDP将相对持平，而前三个月的增长受到关税前库存增加的提振。 Fan预计，贸易不确定性冲击仍相对可控，年底经济虽趋弱但不至于大幅恶化。更广泛的贸易逆风将减 缓美国对进口商品的需求，包括对加拿大商品的需求，但加拿大的国内需求可能总体上保持不变，经济 不会陷入衰退。 ...

菜粕早报 2025-06-27 大越期货投资咨询部：王明伟 从业资格证号：F0283029 投资咨询资格证号：Z0010442 联系方式：0575-85226759 重要提示：本报告非期货交易咨询业务项下服务，其中的观点和信息仅作参考之用，不构成对任何人的投资建议。 我司不会因为关注、收到或阅读本报告内容而视相关人员为客户；市场有风险，投资需谨慎。 交易咨询业务资格：证监许可【2012】1091号 CONTENTS 目 录 1 每日提示 2 近期要闻 3 多空关注 4 基本面数据 5 持仓数据 ✸菜粕观点和策略 菜粕RM2509：2520至2580区间震荡 1.基本面：菜粕震荡回落，豆粕走势带动和技术性震荡整理，菜粕油厂开机处于低位，菜粕 库存维持低位支撑盘面。菜粕现货需求短期进入旺季，进口油菜籽到港量增多但油厂库 存短期无压力，盘面短期震荡偏强。中国对加拿大油渣饼进口加征关税短期利多菜粕， 但未对油菜籽进口加征关税，利多程度也或有限。中性 2.基差：现货2500，基差-50，贴水期货。偏空 3.库存：菜粕库存1.01万吨，上周1.55万吨，周环比减少34.84%，去年同期2.8万吨，同比 减少63.93%。 ...

Core Viewpoint - A Reuters survey indicates that Canadian home prices are expected to decline by 2.0% in 2025 and remain flat in 2026, contrasting with previous expectations of increases of 2.0% and 3.4% respectively in March [1] Group 1 - The forecast for Canadian home prices has shifted from positive growth to a projected decline [1] - The anticipated decline in 2025 marks a significant change in sentiment regarding the housing market [1] - The flat outlook for 2026 suggests ongoing uncertainty in the Canadian real estate sector [1]

北约秘书长吕特：这关乎欧洲和加拿大的开支增加，而非美国纳税人。 ...