加拿大2年期国债 (Canada2Y) 加自选

周三，标准普尔/多伦多证交所综合指数上涨0.2%，收于27416点的新高，新的贸易突破和国内不利因素的缓解共同提振了加拿大的出口和资源行业。特朗普总统与日本达成的“大规模”协议，将汽车关税降至15%，以换取5500亿美元的美国投资，以及他对欧盟谈判代表的邀请，提高了在8月1日截止日期前达成更多美国贸易协定的可能性。能源、金融和科技行业领涨，布鲁克菲尔德（1.9%）、Cenovus（2.3%）和塞莱斯蒂卡（7.5%）各领涨。相反，加拿大国家铁路公司股价下跌4.1%，此前第二季度收入31.4亿加元低于预期，货运量下降1.4%。经济方面，加拿大统计局6月份房价指数连续第三个月下降0.2%，表明住房通胀放缓。

The S&P/TSX Composite rose 0.2% to close at a new record high of 27,416 on Wednesday, as fresh trade breakthroughs and easing domestic headwinds combined to bolster Canada’s export and resource sectors. President Trump’s “massive” deal with Japan, which cuts auto tariffs to 15% in return for $550 billion of US-bound investment, and his invitation to EU negotiators have raised the prospect of additional US trade pacts before the August 1st deadline. The energy, financial and tech sectors led the rise with Brookfield (1.9%), Cenovus (2.3%), and Celestica (7.5%) each leading their sectors. Conversely, Canadian National Railway shares tumbled 4.1% after second-quarter revenue of C$3.14 billion fell short of forecasts amid a 1.4% drop in freight volumes. Economically, Statistics Canada’s June Housing Price Index dipped 0.2% for a third consecutive month, signaling slower shelter inflation.

标准普尔/多伦多证交所综合指数周三徘徊在27390点的平线之上，原因是贸易乐观情绪再次高涨，国内成本压力有所缓和。特朗普总统与日本达成的协议将汽车关税降至15%，并获得5500亿美元的投资承诺，这在加拿大的出口部门引起了反响，提升了汽车零部件、机械和材料领域的权重，而他对欧盟谈判代表的邀请也增加了美国与欧盟在8月1日前达成协议的希望。与此同时，加拿大统计局的房价指数在6月份连续第三个月下跌0.2%，这表明住房成本下降，支持加拿大银行可能决定保持借贷成本不变。布鲁克菲尔德、森科尔和艾芬豪矿业领涨，涨幅在1%至2%之间，而加拿大国家铁路公司股价下跌超过3%，此前第二季度收入31.4亿加元低于预期，货运量下降1.4%。

The S&P/TSX Composite hovered above the flatline at the 27,390 mark on Wednesday amid a wave of renewed trade optimism and moderating domestic cost pressures. President Trump’s deal with Japan, which cuts auto tariffs to 15% and secures a US$550 billion investment pledge, reverberated through Canada’s export sectors, lifting heavyweights in auto parts, machinery and materials, while his invitation to EU negotiators has raised hopes of a US-EU accord before August 1st. Meanwhile, Statistics Canada’s Housing Price Index fell by 0.2% in June for a third consecutive month, signalling cooler shelter costs that support the Bank of Canada’s likely decision to keep borrowing costs unchanged. Brookfield, Suncor and Ivanhoe Mines led the rally with gains between 1% and 2%, while Canadian National Railway shares tumbled more than 3% after second-quarter revenue of C$3.14 billion fell short of forecasts amid a 1.4% drop in freight volumes.

2025年6月，加拿大新房价格下跌0.2%，标志着连续第三个月下跌，未达到市场对不变的预期。大萨德伯里地区的月度跌幅最大（-0.9%），其次是卡尔加里（-0.8%），因为建筑商表示市场放缓给了买家更多的筹码来谈判更低的价格。从好的方面来看，夏洛特敦的价格涨幅最大（+1.4%），其次是维多利亚（+0.7%）。

New home prices in Canada fell 0.2% in June 2025, marking the third consecutive monthly decline and missing market expectations of no change. The sharpest monthly drop was seen in Greater Sudbury (-0.9%), followed by Calgary (-0.8%), as builders cited a market slowdown that gave buyers more leverage to negotiate lower prices. On the upside, Charlottetown saw the largest price gain (+1.4%), followed by Victoria (+0.7%).

加拿大总理马克·卡尼周二表示，正在为受美国高额关税打击最严重的行业准备财政援助计划，最早可能在下个月推出，具体取决于正在进行的贸易谈判的结果。加拿大已经宣布支持汽车和钢铁行业的工人，这两个行业分别面临美国25%和50%的关税。卡尼补充说，正在考虑对铝行业的援助，以及对林产品、铜和制药行业的可能支持。铝行业集中在魁北克省，也征收50%的关税。美国威胁要对这些行业征收进一步关税，并将在8月1日前解决争端。卡尼承认，尽管进行了谈判，但一些关税可能仍然存在，但他强调，加拿大只会接受有利于其经济的协议。他说：“一笔好交易将承认并加强美国和加拿大的一体化供应链”，特别是在汽车领域。

Canadian Prime Minister Mark Carney said Tuesday that financial aid programs are being prepared for industries hit hardest by steep U.S. tariffs, with potential rollout as early as next month, depending on the outcome of ongoing trade talks. Canada has already announced support for workers in the auto and steel sectors, which face U.S. tariffs of 25% and 50%, respectively. Carney added that aid for the aluminum industry—concentrated in Quebec and also subject to 50% tariffs—is being considered, along with possible support for the forest-products, copper, and pharmaceutical sectors. The U.S. has threatened further tariffs on those industries, with an August 1 deadline for resolving the dispute. Carney acknowledged that some tariffs may remain despite negotiations, but emphasized that Canada will only accept a deal that benefits its economy. “A good deal,” he said, “would recognize and reinforce the integrated U.S.-Canadian supply chains,” particularly in autos.