英镑/加元 (GBPCAD) 加自选

中国银行降息50个基点，旨在坚持通胀控制。由于通货膨胀达到了央行的目标，中国银行在10月份将利率下调了50个基点。龙尼对这个消息的反应到底是什么？

BOC Cuts Rates by 50bps, Now Aims to Stick the Landing on Inflation Control.BOC cut its interest rates by 50bps in October as inflation hit the central bank's targets. How exactly did the Loonie react to the news?

英国央行贝利：通胀率下降令人惊讶，但结构性经济变化带来不确定性。在国际金融研究所主办的一次活动中，英国央行安德鲁·贝利承认，英国的反通胀进展“比我们预期的要快”。然而，他对经济中可能持续承受价格压力的潜在“结构性变化”表示担忧。

BoE's Bailey: Disinflation surprising, but structural Economic changes pose uncertainty.At an event hosted by the Institute of International Finance, BoE Andrew Bailey acknowledged that disinflation in the UK is progressing “faster than we expected”. However, he expressed concerns about potential “structural changes” in the economy that could sustain price pressures.

2024年9月，英国汽车产量同比下降20.6%，至70039辆，连续第七个月下降，原因是制造商继续为新的零排放汽车进行改装，导致各种车型的生产结束。9月份的下降部分也是由于去年同期的强劲表现，这是自2020年以来的最佳表现。SMMT首席执行官Mike Hawes表示：“随着英国汽车业经历一个多世纪以来最彻底的转型，短期产量下降一直是意料之中的，这代表着为换取长期增长而进行的暂时调整。”本月早些时候，SMMT向财政部长Rachel Reeves发出了一封公开信，主张政府激励私人买家加快转向电动汽车。电动汽车产量下降37%，9月份生产了21309辆。

UK car production declined 20.6% year-on-year to 70,039 units in September 2024, falling for the seventh straight month due to the end of production of various models as manufacturers continued to retool for new zero-emission vehicles. September’s drop was also partly due to a strong performance in the same period last year, which was the best since 2020. SMMT CEO Mike Hawes said: “As UK Automotive undergoes its most radical transformation in more than a century, short-term production declines were always anticipated, and they represent a temporary adjustment in exchange for long-term growth.” Earlier this month, SMMT sent an open letter to finance minister Rachel Reeves advocating for government incentives to private buyers to speed up the switch to EVs. EV production slumped 37% with 21,309 units being manufactured in September.

标准普尔/多伦多证交所综合指数周三收于24574点，跌幅0.6%，受科技和大宗商品生产商拖累，投资者对加拿大银行降息做出反应。继三次小幅降息后，中国银行在本周期首次大幅降息50个基点。电子商务和软件开发商巨头Shopify和Constellation software领跌，分别下跌2.3%和1.5%，与美国同行持平。与此同时，与石油挂钩的股票继续下跌，森科尔、帝国石油、加拿大天然气和Cenovus在能源价格下跌的情况下下跌了0.9%至1.7%。矿业公司巴里克黄金、惠顿贵金属和泰克资源也表现不佳，在金属价格普遍下跌的情况下下跌1.4%至1.7%，铀生产商Cameco暴跌4.5%。从积极的一面来看，加拿大国家铁路公司在公布强于预期的季度收益后小幅上涨。

The S&P/TSX Composite Index 0.6% to close at 24,574 on Wednesday, weighed down by tech and commodity producers, as investors reacted to the Bank of Canada's interest rate cut. The BoC implemented its first significant 50bps reduction in this cycle after three smaller cuts. E-commerce and software developer heavyweights Shopify and Constellation Software led the decline with losses of 2.3% and 1.5%, respectively tracking US peers. Meanwhile, oil-linked stocks extended their losses, with Suncor, Imperial Oil, Canadian Natural, and Cenovus declining between 0.9% and 1.7% amid falling energy prices. Miners Barrick Gold, Wheaton Precious, and Teck Resources also underperformed, losing between 1.4% and 1.7% amid a broad metal prices decline, with uranium producer Cameco plunging 4.5%. On the positive side, Canadian National Railway posted small gains after reporting stronger-than-expected quarterly earnings.