加元/港币 (CADHKD) 加自选

加拿大央行 降息结束后，预计2%的通货膨胀将持续下去。加拿大银行今天公布了一个消息良好、普遍预期的持有，将隔夜利率保持在2.25%，这是中性区间的底部，我们预计它将一直保持到2026年底。

BoC Done With Rate Cuts, Expects 2% Inflation to Persist.The Bank of Canada delivered a well-telegraphed, widely-expected hold today, keeping the overnight rate at 2.25%—the bottom of the neutral range and where we expect it will remain through the end of 2026.

概述加拿大央行 事件：经济弹性和数据依赖立场。概述加拿大央行 事件：经济弹性和数据依赖立场

Summary of the BoC event: Economic resilience and data-dependent stance.Summary of the BoC event: Economic resilience and data-dependent stance

加拿大银行按预期持有。开幕词强调，尽管关税和贸易不确定性继续对商业投资造成压力，但事实证明，经济相对有弹性。然而，它指出，尽管劳动力市场最近有所改善，但招聘意向的衡量标准仍然“疲软”。

Bank of Canada Holds as Expected .The opening statement highlighted that while tariffs and trade uncertainty continue to weigh on business investment, the economy has proven to be relatively resilient. However, it noted that measures of hiring intentions remain “subdued” despite the recent improvements in the labour market.

加拿大央行 确认长期暂停，市场转向高风险FOMC。加元在美国早盘交易中小幅下跌，此前加拿大央行 正如市场完全预期的那样，将政策利率维持在2.25%不变。虽然这一决定本身并不令人意外，但该声明对经济增长采取了略微谨慎的态度，促使加元在最近一段时间表现优异后小幅回落。

BoC Confirms Long Pause, Markets Pivot to High-Stakes FOMC.Canadian Dollar eased modestly in early US trading after the BoC left its policy rate unchanged at 2.25%, as markets had fully expected. While the decision itself carried no surprises, the statement struck a slightly cautious tone on growth, prompting a mild pullback in CAD after its recent period of outperformance.