全球经济学 · 每日要点

关键论点

• 麦克勒姆讲话使10月会议成为“ live”会议；市场目前定价约18个基点加息，上周五约为9个基点。
• 霍尔特认为加拿大央行屡次误判通胀拐点，应为更高、更持久的通胀风险投保。
• 核心CPI传导与通胀预期上升是关键数据检验；预计央行调查将显示预期升温。
• 霍尔特预计阿尔伯塔省分离公投将被明显否决，但称举行公投本身不明智；中国三季度GDP超预期。

对应原文证据

1. • BoC surveys will probably show higher inflation expectations • China’s economy beat expectations • Global Week Ahead —It Will Only Make Canada Stronger (reminder here ) This is Canada’s day.
2. The suite of readings could be highly impactful to expectations for the October 28 th and subsequent decisions by the Bank of Canada, although Macklem’s comments over the weekend sounded like data dependency takes a back seat to forward -looking concerns for a change.
3. Key will be the core measures including traditional core, weighted median and trimmed mean CPI.