Financial Wire

デジャルダン銀行によると、ほとんどの企業や家計はイラン戦争がインフレを加速させていると見ているが、カナダ銀行が対応する必要があるほどではないという。

-- デジャルダン氏は、月曜日に発表されたカナダ銀行の第1四半期企業景況調査(BOS)と消費者調査(CSCE)を受けて、中東紛争の影響で短期的なインフレ期待が上昇したのは当然だが、長期的な期待は、世界的な原油価格の高騰後に調査に回答した人々も含め、概ね横ばい状態が続いていると述べた。 同行によると、企業は家計の裁量支出の減少を予想しており、多くの企業は投入コストの上昇分を価格に転嫁することがさらに困難になると述べている。 この点に関して、カナダ全土の消費者は、世界的な原油価格の上昇がカナダ経済に及ぼす影響はマイナスになると予想しており、多くの家計が支出計画を縮小しているとデジャルダン氏は指摘した。 したがって、インフレ期待の動向は引き続き注視する必要があるものの、中央銀行は脆弱な経済状況において、厳しいトレードオフに直面しているとデジャルダン氏は付け加えた。 入手情報が限られているため、デジャルダン銀行は、カナダ銀行が来週、最終的に何らかの措置が必要かどうかを判断するには時期尚早であるとの見解を示すと予想している。とはいえ、デジャルダン銀行は、原油価格が今後数週間高止まりしたとしても、政策当局は年内は金利を据え置くと考えている。 調査に対するその他の回答の多くは、中東での戦争勃発前に提出されたものと思われる。そのため、同行によれば、これらの回答は現在では「古く」、シグナルとしての影響力は低下している。

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Sector Update: Financial Stocks Mixed Late Afternoon

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