Bank of England chief economist Pill said the biggest threat to the bank's independence is government pressure to have it finance large fiscal deficits. He said slower growth and a string of supply shocks have widened deficits and raised public debt; financing those deficits via the central bank could prompt markets to question its independence.

2026-09-04

Bank of England chief economist Pill said the biggest threat to the bank's independence is government pressure to have it finance large fiscal deficits. He said slower growth and a string of supply shocks have widened deficits and raised public debt; financing those deficits via the central bank could prompt markets to question its independence.

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2026-09-03

美国总统特朗普:对于像加拿大总理卡尼这样的加拿大政客来说,让唐纳德·J·特朗普总统成为“敌人”是一件好事,但等到加拿大经济崩溃时,这种做法对政客们来说将极为不利——其后果将比加拿大政客所经历过的任何事都更糟糕。等着瞧吧!

2026-09-03

高盛指出,随着委内瑞拉原油产量逐步回升,同时更多原油从中国市场转向美国墨西哥湾沿岸,重质原油的地区供需结构可能率先发生变化。相比全球总供应,短期更直接的影响可能体现在重油相对轻油的价差上。 这一变化对美国炼厂更有利。高盛认为,能够处理重质原油的大型炼化企业将获得更多原料选择,尤其是 Marathon Petroleum、Valero 和 Phillips 66。与此同时,委内瑞拉重油恢复出口也会增加加拿大重油的竞争压力,高盛判断这一影响已部分反映在部分加拿大油企估值中。