【期货热点追踪】CBOT大豆期价徘徊在四个月低点，受累于产区天气向好及采购需求延滞，市场焦点转向USDA供需报告，会迎来“生死转折”吗？

Canada April exports CAD 75.16 bln; March revised to CAD 73.98 bln from CAD 72.77 bln.

Centurion Asset Management chief economist Carl Gomez says that despite recession talk and rising idle-capacity concerns, the BOC’s policy remains modestly accommodative. The policy rate is 2.25%, at the lower end of the BOC’s estimated neutral-rate range. Gomez does not expect two consecutive quarters of GDP decline to materially affect Wednesday’s policy decision, citing strong May employment data that largely reversed weakness from early 2026. He adds the BOC will continue firm rhetoric to reinforce its anti-inflation credentials and anchor CPI expectations.