
加元周二对美元升至四周高位,受加美利差缩小以及阿尔伯塔省以压倒性多数投票决定留在加拿大的提振。作者:Fergal Smith。加元上涨0.5%,报每美元1.4045加元,即71.20美元美分,此前盘中触及自9月22日以来的最强水平1.4033。在十国集团货币中,只有英镑涨幅更大。
The Canadian dollar strengthened to a four-week high against its US counterpart on Tuesday, boosted by a narrower gap between Canadian and US interest rates and after Alberta voted by a large majority to remain part of Canada By Fergal Smith The loonie was trading 0.5% higher at 1.4045 per US dollar, or 71.20 U.S. cents, after touching its strongest intraday level since September 22 at 1.4033. Among Group of 10 currencies, only sterling posted a bigger gain.
“加元对美元的折价在过去几天大幅缩小,这有助于推动加元的这轮回调,”Bannockburn Capital Markets首席市场策略师Marc Chandler表示。
"The Canadian discount to the US has fallen sharply in the last few days which has helped fuel this correction in the Canadian dollar," said Marc Chandler, chief market strategist at Bannockburn Capital Markets.
随着投资者增加下周加拿大央行加息的押注,加拿大两年期国债收益率与美国同期国债收益率的差距已从本月初的约160个基点缩小至146个基点。
The gap between Canada's 2-year yield and the US equivalent has narrowed to 146 basis points from about 160 basis points earlier this month as investors raised bets on a Bank of Canada interest rate hike next week.
互换市场数据显示,加拿大央行在10月28日将基准利率上调25个基点至2.50%的概率为80%。这紧随行长Tiff Macklem周六的鹰派言论以及周一显示长期通胀预期上升的证据之后。
Swap market data indicates an 80% chance the BoC raises its benchmark interest rate by 25 basis points to 2.50% on October 28. It follows hawkish comments by Governor Tiff Macklem on Saturday and evidence on Monday of rising long-term inflation expectations.
留在加拿大一方在阿尔伯塔省首次分离公投的已统计选票中赢得76%的选票,为总理Mark Carney带来了急需的胜利,他正试图在与美国的贸易战中团结国家。
The remain side won 76% of tallied votes in Alberta's first-ever referendum on separation, handing Prime Minister Mark Carney a much-needed win as he attempts to unify the country amid a trade war with the US.
“从市场角度看,阿尔伯塔省的投票结果再好不过了,”Chandler表示。“这是破坏性最小的替代方案,因为它维持了现状。”加拿大主要出口产品之一的油价从自四月以来的最高水平回落,交易员将胡塞武装对沙特基础设施的袭击以及海湾地区船舶遭袭的报道计入价格。美国原油期货下跌0.9%,报每桶102.75美元。
"The Alberta vote could not have gone better from a market perspective," Chandler said. "This is the least disruptive alternative because it preserves the status quo." The price of oil, one of Canada's major exports, pulled back from its highest level since April as traders priced in Houthi attacks on Saudi infrastructure and reports of vessel attacks in the Gulf. U.S. crude oil futures were trading 0.9% lower at $102.75 a barrel.
加拿大政府债券收益率全线下行,10年期收益率下降6.8个基点,报3.894%。
Canadian government bond yields moved lower across the curve, with the 10-year down 6.8 basis points at 3.894%.