标准普尔/多伦多证交所综合指数周三下跌1%,至30145点,因市场消化了中国银行降息25个基点至2.25%的消息,以及宽松政策可能已经达到终点的消息,同时美联储也做出了类似的谨慎决定。此举与第二季度国内生产总值收缩1.6%后的疲软增长以及劳动力市场疲软背道而驰,尽管一次性增加了6万人的工资,使失业率保持在7.1%附近。通胀居高不下,整体CPI为2.4%,央行的削减措施接近3.1%,这削弱了进一步削减的希望。交易员将这些举措视为已基本消化,并将重点转向前瞻性指引,这提高了收益率,并给利率敏感行业带来了压力。科技股和金融股领跌。星座软件公司股价暴跌8%。主要银行表现不佳,加拿大皇家银行下跌1.6%,道明银行下跌1.1%,蒙特利尔银行下跌1.0%,丰业银行下跌0.8%。
The S&P/TSX Composite fell 1% to 30,145 on Wednesday as markets absorbed the BoC’s 25bp cut to 2.25% and its message that easing has likely reached an endpoint, alongside a similarly cautious Fed outcome. The move came against weak growth after Q2 GDP contracted 1.6% and a softer labour market despite a one-off 60,000 payroll boost that kept unemployment near 7.1%. Sticky inflation with headline CPI at 2.4% and the Bank’s Trimmed measure near 3.1% tempered hopes of further cuts. Traders treated the moves as largely priced in and shifted focus to forward guidance, which lifted yields and weighed on rate sensitive sectors. Tech and financials led the decline. Constellation Software plunged 8%. Major banks underperformed with RBC down 1.6%, TD 1.1%, BMO 1.0% and Scotiabank 0.8%.