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.

标准普尔多伦多证交所综合指数周二上涨0.2%，收于27364点，接近历史高点，因为材料股的飙升抵消了科技股的回落。黄金的反弹使Agnico Eagle、Wheaton Precious Metals、Barrick Gold和Franco Nevada上涨1.3%至4.2%，而铜价接近历史新高，推动艾芬豪矿业和First Quantum上涨7%和2.7%。Shopify 4.2%的跌幅限制了市场的涨幅，尽管加拿大国家铁路公司在盘后收益公布前交易走高。与此同时，投资者正在剖析不断变化的贸易风险，从财政部长贝森特计划与中国官员的会谈，这可能会延长8月12日的最后期限，到白宫暗示的新关税行动或8月1日前的贸易协定，这为当今的市场走势增添了地缘政治暗流。

The S&P TSX Composite climbed 0.2% to close at 27,364 on Tuesday, edging closer to all-time highs as a surge in materials shares more than offset technology’s retreat. Gold’s rally lifted Agnico Eagle, Wheaton Precious Metals, Barrick Gold and Franco-Nevada by 1.3% to 4.2% , while copper’s near-record price drove Ivanhoe Mines and First Quantum up 7% and 2.7%. Shopify’s 4.2% slide capped the market’s gains, even as Canadian National Railway traded higher ahead of its after-hours earnings release. Meanwhile, investors are dissecting evolving trade risks, from Treasury Secretary Bessent’s planned talks with Chinese officials, which may extend the August 12th deadline, to White House hints at new tariff actions or pre-August 1st trade pacts, adding a geopolitical undercurrent to today’s market moves.

加拿大总理卡尼：将与美国达成符合加拿大人最佳利益的协议。加拿大总理卡尼：渥太华将同意与美国达成一项符合加拿大人最佳利益的协议。如果可以的话，加拿大将在一定程度上利用与美国达成协议所需的所有时间。

Canada PM Carney: Will agree a deal with the US that is in the best interest of Canadians.Canadian PM Carney: Ottawa will agree to a deal with United States that is in the best interest of Canadians. Canada will use all the time that's necessary to a degree a deal with the US if that's available.

加拿大10年期政府债券收益率跌至3.5%以下，较7月15日创下的3.611%的一年高点有所回落，这反映了全球债券市场的更广泛反弹，这是由美中关税担忧和美联储政策前景的不确定性所驱动的，这提振了对避险资产的需求，并同时拉低了加拿大收益率。在国内，7月初，接近3%的持续高核心通胀和强劲的就业创造支撑了收益率，但6月1.9%的整体CPI读数疲软和稳定的劳动力市场状况增强了人们对加拿大银行将保持利率不变的预期。与此同时，最新的《商业展望调查》显示，企业对美国严厉的关税行动不太担心，与上一季度相比，通胀和就业预期几乎没有变化。

The yield on the Canadian 10-year government bond slid below 3.5%, easing from its one-year high of 3.611% seen July 15th as it mirrored a broader rally in global bond markets driven by renewed US-China tariff concerns and uncertainty surrounding the Federal Reserve’s policy outlook, which boosted demand for safe-haven assets and pulled Canadian yields lower in tandem. Domestically, persistently high core inflation near 3% and strong job creation had supported yields earlier in July, but the softer 1.9% headline CPI reading for June and stable labor market conditions have reinforced expectations that the Bank of Canada will leave interest rates unchanged. At the same time, the latest Business Outlook Survey shows firms are less concerned about severe US tariff actions and report little change in inflation and employment expectations from the previous quarter.