蒙特利尔银行：关税将在未来几个月指导加拿大央行利率决定

On January 18th, Jin Shi Data reported that Doug Porter, Chief Economist at Bank of Montreal Capital Markets, stated that the range of tariffs imposed by President-elect Trump on Canada next week will guide the Bank of Canada's interest rate policy decision on January 29th. In a weekend report to clients, Porter wrote, "The only question for Canada is how much damage (the tariffs) will do to economic growth." Porter indicated that, were it not for the threat of tariffs, there is evidence suggesting that the Bank of Canada might not lower interest rates this month, such as robust job creation, a weak Canadian dollar, and other indicators showing a rebound in consumer activity following rate cuts. Porter stated, "The appropriate response for the Bank of Canada to U.S. tariffs is to cut rates early and cut multiple times."