加拿大银行当天在新闻公报中表示，美国贸易限制与不确定性持续扰乱加拿大经济增长，预测2026年加 拿大经济增速为1.1%，2027年为1.5%。该行表示，2025年加拿大通胀率为2.1%，预计未来一段时间通 胀率将保持在接近2%的目标水平。 新华社渥太华1月28日电(记者林威)加拿大银行(央行)28日宣布将基准利率维持在当前2.25%的水平不 变。 加拿大银行行长蒂夫·麦克勒姆当天在新闻发布会上表示，加拿大经济正在适应美国保护主义带来的结 构性阻力。麦克勒姆说，即将到来的"美国-墨西哥-加拿大协定"的审查是加拿大经济面临的一个重要风 险。 ...

智通财经APP获悉，加拿大央行周三宣布维持基准利率在2.25%，符合市场预期及媒体对经济学家的调 查结果。政策声明与行长麦克勒姆的表态释放出强烈信号，即当前暂停降息或加息的持续时间及下一步 政策方向仍存在高度不确定性。 不过，央行也明确反驳市场对"长期暂停"甚至"下一步必然降息"的预期，强调在高度不确定背景下，下 一次行动可能是降息，也可能是加息。 麦克勒姆在事先准备的讲话中指出，加拿大经济正在适应"美国保护主义带来的结构性阻力"，并强调当 前的不确定性极高，使得央行难以判断下一次政策利率调整的时间与方向。"高度不确定性使我们难以 预测下一次政策利率变化的时点或方向。" 尽管央行维持观望立场，官员们同时暗示，只有在经济前景发生显著变化时，才可能推动政策脱离当前 水平，并重申央行"随时准备作出回应"。 麦克勒姆称："在经济大体符合我们今日发布的预测前提下，当前政策利率仍然适当。" 消息公布后，加元兑美元延续涨势，上涨0.3%至1加元兑1.3536美元，为2024年10月以来最强水平。加 拿大国债市场反应平淡，两年期国债收益率维持在2.58%左右。 最新经济预测：增长温和但第四季度或停滞 加拿大央行在最新货币政策 ...

Core Viewpoint - The rise of China presents significant opportunities for Southeast Asian countries, as emphasized by former Malaysian Prime Minister Mahathir Mohamad, who advocates for deeper trade relations with China to mitigate the impacts of U.S. tariffs and protectionism [1][3][4]. Group 1: Trade Relations - ASEAN countries are encouraged to enhance trade with China and India to compensate for losses in trade with the U.S. [1][3]. - The trade volume between ASEAN and China exceeded $982.34 billion in 2024, marking a 7.8% increase, with exports growing by 12.0% and imports by 2.0% [3]. - ASEAN's trade with Gulf countries has also strengthened, with the total trade amounting to over $900 billion, nearly double the $453 billion trade with the U.S. [3]. Group 2: Economic Perspectives - Mahathir believes that China's market size surpasses that of the combined U.S. and European markets, indicating continued economic growth potential for China [5]. - He asserts that the U.S. tariffs will harm the American economy more than others, leading to increased living costs in the U.S. [4]. - The historical context of Mahathir's policies, such as the "Look East" policy, reflects a long-term strategy of learning from advanced Asian economies to boost Malaysia's growth [3].

Group 1 - The core viewpoint is that China's large economic market, resilient industrial chain, and broad application scenarios enable it to withstand external shocks and maintain high-quality growth, making it an attractive destination for investment [1] - China's economic resilience is attributed to three main factors: the enduring and adaptable nature of Chinese civilization, the flexibility and policy elasticity of the Chinese system, and the prudent approach of the Chinese people, which avoids extremism [1] - The global economy is currently facing pressure from the U.S. protectionist policies, which also affect China, particularly through restrictions on advanced computing chips [3] Group 2 - The U.S. government's actions, such as technology blockades and trade wars, aim to limit China's development, but ultimately cannot prevent China's self-reliance and strength [3] - The U.S. has a psychological understanding of China that has evolved from neglect and denial to vilification, and eventually to a forced acceptance of China's high-quality development, leading to a strategy of "if you cannot beat them, then join them" [3] - Potential breakthrough areas for future China-U.S. cooperation include nuclear arms control, reform of the monetary system, and addressing the fentanyl crisis [4]