全球经济学 · 每日要点

关键论点

• 弗拉维奥·博索纳罗拒绝承认结果，暗示选后不确定性可能与上次博索纳罗败选后的情形类似。
• 巴西股市与雷亚尔预计将回吐首轮投票后涨幅的很大一部分。
• 不列颠哥伦比亚省保守党政纲（支出审查、削减繁文缛节、天然气产量目标、支持管道、每人减税1000加元）利好商业，但落实与执行风险成为主导。
• 鉴于选举结果与民调一致、并不意外，该省省级利差不太可能出现实质性反应。

对应原文证据

1. Sovereign bonds are mixed with notable moves including a small rally in French spreads over bunds, after weekend protests were less than feared, and Brazil’s 10 -year yield that is soaring by about 30bps.
2. • to cut red tape • to double natural gas production by 2032 and triple it by 2035 • work more closely with the federal government and Alberta in support of the Pacific Link pipeline from Alberta through BC in order to export more oil to Asia. · 2032
3. • speed up permits to months instead of years • back mining exploration • a $1,000 tax cut per person with no new taxes • replace the George Massey Tunnel with a 10-lane bridge and scrap the current tunnel replacement plan.