今天的美国日程只包括密歇根大学的调查。市场将密切关注中长期通胀预期与 4 月份的 3.0/3.2% 相比是否有任何变化。美联储方面,有很多发言人值得关注。其中包括尼尔-卡什卡利(Neel Kashkari),他最近主张提高中性利率,这表明当前的货币政策并不像人们认为的那样具有限制性。
其他市场方面,加拿大今天将公布 4 月份就业报告。预期就业人数将达到 20,000,失业率将从 6.1%小幅上升至 6.2%。然而,由于近几个月来加拿大劳动力市场已显示出一些疲软迹象,因此存在下行风险。如果数据疲软,加拿大央行将在 6 月份降息,这是我们目前的基本假设。
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