受油价高企和加拿大央行转向收紧货币政策的支撑，加元正迈向4月以来的最大月度涨幅。
The Canadian dollar is heading for its largest monthly gain since April, supported by elevated oil prices and the Bank of Canada’s shift toward tighter monetary policy.
周四，加元兑美元一度上涨0.2%，触及一个多月以来的最强水平，使10月涨幅达到1.9%。作为大宗商品货币，加元上周获得提振，因阿尔伯塔省选民否决了脱离加拿大的提议，缓解了这个主要产油省份的政治不确定性。
The loonie rose as much as 0.2% against the US dollar on Thursday, touching its strongest level in more than a month, bringing October’s advance to 1.9%. Considered a commodity currency, it got a boost last week when Alberta voters rejected separation from Canada, easing political uncertainty in the major oil-producing province.
Monex Inc.外汇交易员安德鲁·哈兹莱特表示，加元还“受益于加拿大央行昨日的加息以及高企的油价，鉴于加拿大作为主要出口国的地位”。
The currency further “benefited from the Bank of Canada’s rate hike yesterday and from elevated oil prices given Canada’s position as a major exporter,” said Andrew Hazlett, a foreign-exchange trader at Monex Inc.
加拿大央行周三进行了三年多来的首次加息，以防范能源价格上涨带来的通胀上行风险，并表示将逐次评估是否需要进一步加息。
The Bank of Canada raised rates on Wednesday for the first time in more than three years to ward off upside inflation risks posed by higher energy prices, and said it would assess whether more increases are necessary one decision at a time.
该央行日益担心，中东冲突导致的高油价会传导至其他商品和服务的价格。加拿大本月公布的关键经济数据显示，随着汽油价格上涨，9月通胀率加速至3.1%。
The central bank has been increasingly worried that higher oil prices resulting from the conflict in the Middle East would bleed through to prices of other goods and services. Canada released key economic data this month, showing inflation accelerated to 3.1% in September as gasoline prices climbed.
尽管市场预期会加息，但加拿大央行的通胀预测“比预期更为激进，暗示未来还会有进一步行动”，加拿大帝国商业银行资本市场外汇策略主管莎拉·英表示。
While the market anticipated a rate hike, the BOC’s inflation forecasts “were more aggressive than anticipated, suggesting further moves ahead,” said Sarah Ying, head of FX strategy at CIBC Capital Markets.
加拿大央行目前预计2027年通胀率平均为3.1%，高于此前预测的2%。该行预计年通胀率要到2028年中期才会回到2%的目标水平。英表示，“鉴于加拿大央行的加息周期相对于其他央行仍处于早期阶段”，加元还有进一步走强的空间。
BOC now sees inflation averaging 3.1% in 2027, up from its previous 2% forecast. It expects yearly inflation won’t return to the 2% target until the middle of 2028. “Given that the Bank of Canada’s hiking cycle is still young relative to peers,” the currency has further room to strengthen, Ying said.