Category Archives: economy

达美航空客机发动机起火,奥兰多机场紧急疏散

本周一(4月21日),一架原定从佛罗里达州奥兰多飞往乔治亚州亚特兰大的达美航空航班在滑出登机口不久,突发发动机起火事故,数百名乘客紧急撤离,现场一度惊魂未定。

涉事航班为达美航空1213次航班,由空中客车A330执飞。事故发生时,机上共有282名乘客、10名机组人员及2名飞行员。据悉,飞机在上午11点06分左右刚离开登机口,就有乘客看到右侧引擎尾部喷出火焰。

机场候机楼内的旅客迪兰·华莱士(Dylan Wallace)用手机拍下了起火瞬间的画面,视频中可以清晰看到一团火焰从发动机尾管位置喷出,引发现场一阵惊呼。

“我们正在呼叫消防车!”
——来自广播网站 Broadcastify 的空管录音音频

紧急滑梯在短时间内被启动,多位乘客表示,整个撤离过程“不到10秒”,许多人通过滑梯快速离开飞机。一位乘客称这段经历是“人生中最惊恐的10秒钟”。

“教科书般的疏散行动”

达美航空在周一下午发表声明称,火情发生后,机组人员按照操作流程启动了紧急疏散程序,乘客已全部安全返回航站楼。“没有人员在事故中受伤。我们对乘客经历此事深表歉意。”

航空公司还表示,将为受影响乘客安排替代航班,同时提供餐饮和休息保障。目前,达美的技术团队正在对该飞机进行全面检查,以调查起火原因。

奥兰多国际机场则证实,当时已启动紧急响应机制。“火势已被扑灭,飞机已被安全处理。”机场方面表示,“部分乘客通过应急滑梯有序疏散。”

社交媒体反应:从安全讨论到政治争议

事故迅速在社交媒体上传播开来,相关视频浏览量在数小时内破万。许多网友对机组人员的冷静处理表示称赞,但也有不少声音质疑美国航空公司近年来在飞机维护方面的投入是否足够。

一些评论将事故与政治预算削减挂钩:

“为什么我们在川普执政前没有遇到这么多飞机事故?”
“这都是削减FAA预算的后果吧?”

不过也有人反驳:“FAA不负责达美飞机的维修工作,这完全是航空公司自己的问题。”

尽管美国联邦航空管理局(FAA)没有回应具体政治评论,但其表示将密切关注此次事故,并参与调查。

令人不安的连锁反应?

这起起火事故是近两周来美国接连发生多起航空事故中的最新一起。仅四月以来,至少已有五起涉及小型飞机的致命事故:

  • 4月18日:内布拉斯加州,3人乘坐的小型飞机坠入普拉特河,全部遇难。
  • 4月19日:伊利诺伊州,一架小型飞机疑似触碰高压电线后坠毁,4人死亡。
  • 4月10日:纽约哈德逊河上,一架观光直升机坠毁,飞行员及一家五口遇难。
  • 4月11日与12日:佛州与纽约州发生两起私人飞机坠毁事件,共造成9人死亡。

根据美国国家运输安全委员会(NTSB)数据,美国每年约有1200起航空事件,平均每天4起,其中多数为小型私人或包机航班。但公众对民航安全的信心正在逐渐动摇。

起火原因成疑

航空安全专家表示,从目前曝光的画面来看,引擎尾部起火可能与燃油或机油泄漏后在尾管区域点燃有关——虽具视觉冲击,但并非一定构成结构性危险。

航空安全分析师乔纳森·莫利(Dr. Jonathan Morley)表示:“尾管着火的情况虽看起来吓人,但在技术上并不罕见。真正重要的是应对速度。这次的疏散动作快速、有序,才是最大的成功之处。”

达美航空作为美国“三大航”之一,过去拥有较良好的安全记录。然而,这起事故可能会加剧公众对航空公司维修制度和安全流程透明度的呼声,尤其是在后疫情时代航空业大规模恢复运营之际。

至于这架客机上的282位乘客,目前已全部转移回候机楼,等待替代航班。但不少人坦言,下次登机前,可能会多看一眼窗外的引擎。

#加拿大家园论坛

重磅:川普一句话引爆股市暴跌!特斯拉狂泻,美元跳水

在美联储下一次利率决议会议召开前夕,美国前总统、共和党总统候选人唐纳德·川普一句“除非‘太迟先生’现在就降息”点燃市场炸药包,全球资本市场迅速做出剧烈反应:美股重挫,科技股领跌,美元跳水,加元汇率上扬。一个被称为“经济稳定锚”的机构——美联储,正陷入前所未有的政治漩涡。

从川普口中的“太迟先生”——即美联储主席杰罗姆·鲍威尔(Jerome Powell)——到实际上的金融系统震荡,这一幕对于投资者和政策观察者而言,并非首次,但此次的冲击波远超预期。

市场不是怕坏消息,是怕“政治干预”

“美联储不能被当作总统的工具。”这句话曾出现在多个总统任期内。但川普的反复发声打破了这一传统共识。他不仅公开发文要求立即降息,更在 Truth Social 上指责鲍威尔是“一个大输家”,并暗示其可能推动鲍威尔提前下台。

消息一出,全球市场迅速反应。标普500指数在周一暴跌3%,科技股重挫,其中特斯拉跌幅高达7%,英伟达下滑近6%。更引人注意的是,美国10年期国债收益率升至4.61%,创近月新高,反映出债市投资者对未来经济政策不确定性的恐慌。

与此同时,美元指数在川普发言后连续回落,盘中一度跌破101关口。作为传统避险货币的美元此次却未能上演“逆风飞扬”,反而被市场解读为政策独立性遭侵蚀的信号。这是一个危险的转折。

货币政策的“红线”:谁在掌舵?

尽管美联储的治理结构确保了其相对独立性——七名理事需总统提名、参议院批准,鲍威尔任期至2026年初结束——但白宫若借机提名亲信填补空缺,或推动鲍威尔提前离任,其政治意图将进一步渗透美联储决策层。

摩根大通策略师指出,当前的核心风险并非降息本身,而是联储若被迫在政治压力下调整政策路线,将导致全球投资者对美元资产信心动摇。“一旦市场相信货币政策不再以数据为依归,而是服从政治议程,资本外流将无法控制。”

加拿大市场“共振”冲击波

在这场由华盛顿引发的金融风暴中,加拿大市场难以独善其身。多伦多证券交易所(TSX)周一下跌1.8%,能源、金融与科技板块全面回调。加元兑美元升值至72.28美分,不仅反映出美元走软,也凸显出市场对加元作为区域避险资产的短期青睐。

Edward Jones投资策略师安杰洛·库尔卡法斯分析指出:“TSX虽然年初以来表现优于美股,但美国政策不确定性正对北美投资情绪造成共振效应。加拿大投资人应警惕外部冲击可能带来的结构性风险。”

与此同时,加拿大10年期国债收益率同步攀升至3.188%,再次证明北美市场在利率预期、资本流动和风险情绪上的高度联动性。

从通胀到衰退:谁来为“关税+降息”组合买单?

川普的最新关税计划更是令市场陷入多重焦虑。尽管他口口声声称“几乎没有通胀的可能”,但经济学家普遍担心,若对中国及欧盟产品征收更高关税,恐再度推升商品价格,使原已高于2%目标的通胀率重新升至4%甚至更高。

美联储官员此前表示,除非看到核心通胀持续回落,否则不会贸然降息。川普则希望以“先降息再应对物价冲击”的方式提前出手,为2025年可能到来的经济放缓“兜底”,这一策略被批评为“政治化干预货币机制”。

经济学家们警告称,这种政策组合将制造“滞胀陷阱”:一边是受关税冲击而上涨的物价,另一边是因信用紧张和全球贸易摩擦而下滑的经济增长。

鲍威尔的孤独:守住美联储的“最后一道防线”?

“我们并不服从任何一个总统的命令,我们听数据说话。”这曾是鲍威尔在任内的口头禅。但如今,在政策高压与政治压力之间,他的“技术官僚立场”似乎越来越难以坚持。

美联储将于5月7日召开下一次议息会议。市场普遍预期其将维持利率不变。但真正的看点,在于会后新闻发布会上,鲍威尔是否会以强硬立场回击政治干预,还是将逐步妥协于白宫的“温和降息”路线。

无论答案为何,可以确定的是,在这个经济充满不确定性的时代,中央银行独立性的每一次削弱,都将以市场动荡作为代价。

结语:

川普或许仍坚信其“直觉经济学”可带来选票与增长红利,但市场已在用脚投票。美联储若成为白宫的“第二财政部”,美元的全球信誉、美国的金融主导地位,都将岌岌可危。这场关于利率、通胀与政治操控的角力,才刚刚开始。

#加拿大家园论坛

从果汁到罐头:6900家加国超市悄然涨价,谁在默默“转嫁”贸易战成本?

在加拿大,一场悄然发生的“餐桌风暴”正逐步改变民众的购物习惯。从橙汁到番茄罐头,价格标签正在悄悄变换——而这背后,不只是通胀,更是国际贸易战下,一条条看不见的关税传导链条所引发的连锁反应。

据加拿大独立杂货商联合会(CFIG)统计,全国大约6900家独立杂货商中,几乎所有商家都已开始不同程度地上调商品售价,尤其是生鲜类食品。该组织高级副总裁Gary Sands表示,这些独立小店的利润率原本就极低,仅约为2%。在进货成本因关税大幅上升的背景下,它们“几乎没有吸收成本的空间”。

“这不是商家的选择题,而是生存题。”Sands直言,食品制造商一旦宣布调价,“我们只能将成本转嫁给消费者。”


橙汁里的“隐形关税”

用消费者最熟悉的商品——橙汁,来解剖这场涨价潮尤为直观。在Loblaws的官方网站上,同样是无果肉橙汁,不同来源的价格天差地别:

  • 加拿大本地品牌President’s Choice售价5加元(每100毫升0.32加元);
  • 美国制造的Tropicana标明“关税影响”,售价8.72加元(每100毫升0.66加元);
  • 而Metro旗下的Irresistibles橙汁每100毫升仅0.28加元,仅为Tropicana的一半不到。

这不仅是品牌差异的问题,更直接映射了美国进口商品在加拿大超市的“税负溢价”。萨斯喀彻温大学农业与资源经济学教授Stuart Smyth分析称,2月以来美加贸易政策的反复“变脸”,使得商品定价几乎陷入持续不确定性,制造商被迫提前将潜在成本预支到终端价格上。


本地也难逃涨价潮

令人意外的是,加拿大本土食品制造商也难以“独善其身”。
加拿大食品、健康与消费品协会(FHCP)首席执行官Michael Graydon透露,很多本地食品企业也依赖美国原材料。例如,一家安省的罐头工厂就需从加州采购番茄,而这类原材料自3月起便被征收报复性关税。

“咖啡、巧克力、坚果这些日常食品原料,也都在关税清单里,”Graydon说,“目前生产商多半在硬撑,试图熬过政策不稳定期,但没人知道还能撑多久。”

价格上涨并非一蹴而就。根据FHCP的说法,供应商若要向大型零售商申请涨价,需通过一套冗长的流程,提交理由并经审核,整个周期可能长达6到12周。这也意味着,现有的涨价仅仅是开始,未来几个月中,更多商品将陆续“补涨”。

谁才是最省钱的超市?

Narcity近日在Facebook进行的一项民调,或许提供了消费者的另一种“应对战术”。在这份由上千人参与的民意调查中,获得“最省钱”称号的三家连锁超市并不是一直以量大价优著称的Costco,而是:

  1. No Frills
  2. Food Basics
  3. Giant Tiger

其中,Giant Tiger被视为“性价比新星”,价格亲民、品类稳定,越来越多消费者在物价压力下选择转向这类中型连锁。Costco则因为“量多但未必适合所有人”被挤出榜单,一些受访者指出,“对于单身或小家庭来说,Costco反而可能让人花得更多”。

此外,FreshCo、沃尔玛、Dollarama也获得不少好评,尤其是Dollarama,“除了肉、奶、果菜,几乎可以买齐全家的用品”,一位来自安大略的用户表示。

“货架主权”时代到来

更深层的转变,或许正在消费者的偏好中悄然发生。CFIG副总裁Sands透露,越来越多顾客在购物时主动寻求“加拿大制造”商品,一些早前进了大量美国产品的小商家,如今发现货卖不出去、资金链紧张,“消费者正在用脚投票”。

在这场关税压力下的消费变革中,加拿大民众不仅在寻找价格低点,更在用选择支持本土经济。某种意义上,这不只是一场食品涨价潮,也是一场“货架主权”的觉醒。

不过好消息是,随着本地农产品季节来临,加拿大本地果蔬的供给量将显著上升——这类商品既无需进口,也绕开了关税和运输问题。对精打细算的消费者而言,这或许是最值得期待的“解压”窗口。

**“没人喜欢涨价,但我们必须学会聪明购物。”**一位多伦多消费者在接受访问时这样说。面对一场看不见硝烟的贸易战,加拿大人的购物车,正悄然成为战场上的第一线。

#加拿大家园论坛

From Orange Juice to Canned Tomatoes: 6,900 Canadian Grocery Stores Quietly Raise Prices as Trade War Costs Hit the Shelves

From Orange Juice to Canned Tomatoes: 6,900 Canadian Grocery Stores Quietly Raise Prices as Trade War Costs Hit the Shelves

A quiet “storm at the dinner table” is sweeping across Canada, reshaping the way people shop. From orange juice to canned tomatoes, price tags are shifting—and behind these changes lies more than just inflation. It’s the ripple effect of an international trade war, with hidden tariff costs creeping down the supply chain and landing in Canadians’ grocery carts.

According to the Canadian Federation of Independent Grocers (CFIG), nearly all of the country’s approximately 6,900 independent grocery stores have begun raising prices to varying degrees—especially on fresh foods. Gary Sands, Senior Vice President at CFIG, said these small businesses already operate on razor-thin margins—about 2%—leaving little room to absorb rising costs.

“This isn’t a choice for retailers, it’s a matter of survival,” Sands said. “When food manufacturers raise prices by 4%, 5%, 6%, or even double digits, we simply have no choice but to pass those costs on to consumers.”

The Hidden Tariff in a Glass of Orange Juice

Orange juice, a staple in many Canadian homes, offers a striking example of how tariffs are playing out in real time. On Loblaws’ website, price differences between local and imported products are stark:

  • Canadian-made President’s Choice pulp-free orange juice: $5.00 (32¢ per 100ml)
  • U.S.-made Tropicana (marked “tariff-affected”): $8.72 (66¢ per 100ml)
  • Canadian Simply Orange: $7.69 (50¢ per 100ml)

At Metro, the trend is similar:

  • Canadian Irresistibles orange juice (2.5L): $6.99 (28¢ per 100ml)
  • U.S. Tropicana (2.5L): $13.99 (53¢ per 100ml)

This isn’t just about brand preference—it’s a direct consequence of tariffs levied on U.S. imports. Stuart Smyth, professor of agricultural and resource economics at the University of Saskatchewan, explains that policy volatility since February has caused pricing uncertainty, prompting producers to factor in worst-case tariff scenarios ahead of time.

Canadian-Made Doesn’t Mean Cost-Free

Surprisingly, domestic food manufacturers aren’t spared either. Michael Graydon, CEO of the Food, Health & Consumer Products of Canada (FHCP), revealed that many Canadian producers still rely on U.S. ingredients. One Ontario cannery, for instance, sources tomatoes from California—now subject to retaliatory tariffs since March.

“Coffee, chocolate, nuts—all key ingredients in Canadian food production—are also on the tariff list,” Graydon said. “Most producers are still trying to absorb these costs themselves, hoping things stabilize soon. But no one knows how long they can hold out.”

Price increases are not always immediate. When suppliers want to raise prices, they must file formal requests with retailers, justifying the need. The process can take 6 to 12 weeks, meaning the full impact of cost increases hasn’t yet appeared on store shelves.


Canada’s Cheapest Grocery Chains Revealed

Faced with rising prices, consumers are adapting. A recent Narcity poll on Facebook asked Canadians to name their go-to budget grocery chains. Surprisingly, bulk-buying giant Costco didn’t make the top three. Instead, Canadians chose:

  1. No Frills
  2. Food Basics
  3. Giant Tiger

Giant Tiger, in particular, is being hailed as a rising star. “It keeps getting better,” one user commented. Others said Costco is great for large families, but not always ideal for singles or small households—where bulk buying can backfire financially.

Other honorable mentions include FreshCo, Walmart, and Dollarama. “Aside from meat, dairy, and produce, you can buy almost everything at Dollarama,” said one Ontario shopper.

Additional budget-friendly stores, though less frequently mentioned, include Real Canadian Superstore, T&T Supermarket, Farm Boy, and Save On Foods. Loblaws also drew praise for offering aggressive discounts from time to time.

The consensus? No one store is cheapest across the board. Smart shopping means hopping between chains and keeping an eye on promotions.

A New Era of “Shelf Sovereignty”

Beyond price tags, there’s a deeper consumer shift underway. Sands says more and more Canadians are actively seeking out “Made in Canada” products. Retailers who previously stocked heavy inventories of U.S. goods are now struggling—unable to sell at profitable prices.

“Consumers are speaking with their feet,” Sands noted. “I’ve been in this industry for 25 years, and I’ve never seen this level of demand for Canadian-made goods.”

There is one bright spot: with warmer weather arriving, locally grown Canadian fruits and vegetables are entering peak season. These products avoid both tariffs and long supply chains, offering relief to shoppers looking for fresh, affordable options.

“No one likes higher prices, but we have to shop smarter,” said one Toronto resident. In a trade war with no clear end in sight, the grocery aisle has become the front line—and Canadians are learning to navigate it with both caution and creativity.

Tax Cuts or Home Dreams? Canada’s Election War Pits Wallet Relief Against Long-Term Housing Fix

Montreal Debate Signals Stark Fiscal Divide as Trudeau Liberals and Poilievre’s Conservatives Face Off Over Who Truly Helps the Middle Class

In a televised French-language debate in Montreal on April 16, the leaders of Canada’s four main federal parties clashed in what may become the defining showdown of the upcoming election cycle—not over foreign policy, but over something far closer to home: your wallet.

With the country buffeted by inflation, housing shortages, and the economic tremors of an escalating trade war with the U.S., the debate quickly zeroed in on tax reform and housing policy. Both the ruling Liberals and the opposition Conservatives promised relief, but their definitions of “fairness” and “fiscal responsibility” couldn’t be further apart.

At the heart of the divide: should Canada chase long-term economic equity through government-led initiatives, or immediate tax relief to empower consumers and businesses?

A Rare Consensus: Taxes Are Too High

While Canadians may be politically divided, they are remarkably united in one sentiment—taxes are burdensome. Across the political spectrum, voters are voicing frustrations over complex tax codes and the perceived inefficiency of government spending.

But the consensus ends there. When it comes to how to cut taxes—and who should benefit most—the fault lines reappear.

Liberal Party front-runner Mark Carney, a former Bank of Canada governor, has proposed what he calls a “Middle Class Tax Cut.” His plan would lower the lowest federal income tax rate from 15% to 14%, benefitting over 22 million Canadians. For a dual-income household, the savings would average $825 per year. His pitch? Targeted tax relief tied to household needs—food, housing, transportation—without jeopardizing Canada’s fiscal health.

Conservative leader Pierre Poilievre counters with a bolder offer: slashing the bottom tax rate to 12.75% within two years. His team estimates average annual savings of $900 for workers, and up to $1,800 for families. He also wants to raise the tax-free income threshold for seniors to $34,000—$10,000 higher than current levels.

But economists warn that without matching spending cuts or new revenue streams, both tax plans risk swelling the federal deficit. “It’s a question of sustainability,” said Dr. Elise Fontaine, a fiscal policy researcher at McGill University. “These are politically appealing proposals, but the math needs to add up.”


The Carbon Tax Divide: Symbol or Substance?

Another flashpoint was Canada’s contentious carbon pricing system. Carney, aligning with his environmentalist roots, vowed to maintain industrial carbon pricing but remove consumer-level carbon taxes. Instead, his Liberals would expand green incentives: rebates for home retrofits, electric vehicle purchases, and public transit investments.

The Conservative approach is radically different: eliminate the entire carbon tax system, industrial emissions charges included. Poilievre argues that the system punishes ordinary Canadians with higher heating and fuel costs, estimating average annual savings of $500 to $700 per household if repealed.

“It’s not just about climate,” Poilievre said. “It’s about affordability. Working people can’t wait for trickle-down environmentalism.”


Homegrown Solutions, or Housing for All?

Housing affordability has become Canada’s political lightning rod—and for good reason. With average home prices far outpacing wage growth, young Canadians increasingly feel locked out of ownership, and renters face soaring costs.

The Liberals are betting on state intervention. Their plan includes:

  • A federal-led push to build affordable housing on public land.
  • Over $25 billion in support for modular housing innovation.
  • GST exemptions for new homes under $1 million for first-time buyers (estimated savings up to $40,000).
  • Halving municipal development fees for multi-unit housing.

By contrast, the Conservatives believe market stimulation will unlock supply faster. Their proposals:

  • Raise the GST exemption ceiling to $1.3 million—and extend it to all buyers.
  • Push municipalities to lower construction-related taxes, potentially saving up to $100,000 on a new urban home.
  • Cancel GST on made-in-Canada vehicles to support domestic industry and consumer savings.

“The Liberal plan is paternalistic and slow,” a Conservative campaign adviser told BBC. “Our strategy is to unleash the private sector.”


But Who Pays for It All?

As attractive as these policies sound, experts caution that both parties are making billion-dollar promises without clear offsets. For instance, the GST rebate expansion and public housing initiatives proposed by the Liberals could significantly dent federal revenues. Similarly, the Conservative tax cuts and industrial deregulation may deepen budget shortfalls unless paired with program cuts—none of which were detailed in the debate.

“Political arithmetic often omits economic consequences,” said Fontaine. “And when interest rates are high, deficits are not just abstract numbers—they’re future taxes.”


The Takeaway: Two Visions of Canada

As the election looms, the debate in Montreal revealed not just two parties, but two visions for Canada’s economic future.

Carney’s Liberals envision a Canada where government acts as builder, redistributor, and steward of long-term resilience. Poilievre’s Conservatives envision a leaner state, with empowered citizens driving growth through free enterprise and personal savings.

Both visions have their merits—and their risks.

For voters, the question isn’t simply “who will cut my taxes?” but “who will make my life more affordable in the long run?”

In a country where the grocery bill and the rent check have become political barometers, that answer may decide the next government.

经济风暴预警:3月裁员潮席卷加拿大,安省50万人或陷失业危机

随着全球市场持续动荡、美国贸易战硝烟再起,加拿大经济正处于新一轮寒冬的边缘。3月份全国裁员高达3.3万个岗位,而仅安大略省就有高达50万人面临失业风险。道明银行前首席经济学家唐·德拉蒙德(Don Drummond)发出警告:一场前所未有的就业风暴正悄然袭来。

裁员数据触目惊心:3.3万岗位消失,安省或成“震中”

加拿大统计局数据显示,2025年3月,全国净减少33,000个就业岗位,创下疫情后最大单月跌幅。而此前2月就业数据已呈现停滞迹象,进一步印证经济动能正在快速放缓。

“这不仅仅是一组冰冷的数据,它是经济衰退即将来临的警钟,”唐·德拉蒙德在接受CTV News专访时表示。他指出,尤其是制造业与汽车产业的岗位损失最为严重,而这正是安大略省的经济命脉。“如果这轮衰退持续,仅安省就有可能失去多达50万个工作机会。”

多重冲击:全球放缓+贸易战升温,加拿大首当其冲

除了国内投资趋冷、利率高企压制消费外,加拿大还正承受外部重压——尤其是来自美国的贸易战升级。4月初,美国前总统特朗普重返政坛后迅速宣布,对所有进口汽车加征25%关税,对未纳入CUSMA协定的进口商品加征10%通用关税,震动全球。

“我们正处于一场地缘经济浩劫的中心。”德拉蒙德警告道。他指出,美国的关税不仅打击加国制造业,也间接波及亚太国家,“越南、澳大利亚等地尽管与美方无巨大贸易失衡,但也不得不应对高额关税带来的全球连锁反应。”

重创实业:Stellantis工厂停产,数千工人“被迫休假”

关税带来的连锁反应迅速显现。本周,Stellantis宣布旗下温莎装配厂自周一起停产两周,数千名工人陷入失业焦虑。而此前该公司位于布兰普顿的电动SUV生产线也被“重新评估”而暂停。

“我们不是在等待风暴,我们已经身处风暴中心。”一名不愿透露姓名的车间主管表示,“现在连招工广告都撤下来了,大家都在担心‘裁员通知’什么时候发来。”

政府对策:福特省长喊话“自救”,宣布百亿经济纾困计划

面对经济寒流来袭,安大略省政府迅速推出110亿加元援助计划——包括推迟征收管理税、通过WSIB发放总额超40亿的安全雇主退税、以及对十项企业相关税目实施减免政策。

“我们无法控制特朗普总统的决定,但我们可以决定安省的未来。”省长道格·福特在安省奥里利亚一次记者会上表示。他还特别提及将“全力保护汽车工人”,并承诺破除内部贸易壁垒,加速贸易多元化,增强省内经济韧性。

联邦政府出手反击:加拿大也对美汽车“动刀”

与此同时,总理马克·卡尼宣布对所有不符合CUSMA标准的美国产汽车征收同等关税,并严控非加国产零部件流入国内生产线。“这不是一场我们主动挑起的战斗,但我们不会手软。”

卡尼直言,特朗普政府的贸易政策“既不合理、也不符合美国利益”,并警告全球已因美国保护主义而步入通胀与增长放缓的“恶性循环”。

背后博弈:政治动机?2025大选前的危机导火索

值得注意的是,这轮经济风暴爆发的时间点——恰逢美国2025年大选年。一些分析人士认为,特朗普重新启动关税机制,意图通过“外部威胁”重塑铁锈带支持基础。而加拿大,作为近邻与主要出口国,成了“最理想的靶子”。

“这是一场政治经济混战,加拿大必须跳脱对美依赖的单一结构。”多伦多大学经济学教授琳达·赵表示。她建议加拿大应加快与东盟、南美等新兴市场的自贸谈判,“唯有跳出美式规则陷阱,才能真正恢复独立自主的经济航道。”

结语:风暴虽远未结束,但加拿大有机会重塑自己

加拿大正在经受一场罕见的经济冲击——这不仅仅是就业市场的“阵痛”,更是一场全球经济再平衡中的博弈与重塑。但危机,也孕育着转型的契机。

“如果我们能趁这场风暴推进绿色产业链重构、多元化贸易网络建设、以及劳动技能提升计划,或许十年后的加拿大会更加强大。”德拉蒙德如是说。

危机当前,保持清醒,比恐慌更重要。

#加拿大家园论坛

Economic Storm Alert: March Layoffs Sweep Across Canada as 500,000 Jobs in Ontario Hang by a Thread

Amid ongoing global market turmoil and a resurgent U.S. trade war, the Canadian economy is teetering on the edge of a new recession. With a staggering 33,000 jobs lost nationwide in March alone—and up to 500,000 workers in Ontario potentially at risk—former TD Bank Chief Economist Don Drummond has sounded the alarm: an unprecedented employment storm may be underway.

Shocking Numbers: 33,000 Jobs Lost in March, Ontario at the Epicenter

According to Statistics Canada, the country shed 33,000 jobs in March 2025—the largest monthly drop since the pandemic. February had already shown signs of stagnation, with no significant employment growth. The message is clear: economic momentum is stalling.

“This isn’t just about cold statistics—it’s a warning signal that a recession is approaching,” said Drummond in an interview with CTV News. He pointed out that the manufacturing and auto sectors were the hardest hit—sectors central to Ontario’s economy. “If this downturn continues, Ontario alone could see half a million jobs disappear.”

Multiple Shocks: Global Slowdown + Trade War Escalation = Canada Under Pressure

Canada is being squeezed from all sides—not just by domestic high interest rates and weak investment, but by mounting external pressure, especially from its largest trading partner: the United States.

In early April, former U.S. President Donald Trump returned to the political scene with a bang, announcing a 25% tariff on all imported vehicles and a 10% general tariff on non-CUSMA imports.

“We are at the epicenter of a geoeconomic earthquake,” said Drummond. He emphasized that even countries like Vietnam and Australia—which don’t have large trade imbalances with the U.S.—are now suffering the ripple effects of aggressive American tariffs.

Auto Sector Takes a Hit: Stellantis Plant Shuts Down, Thousands Left in Limbo

The consequences have been immediate. Stellantis, a major auto manufacturer, announced it will halt operations at its Windsor Assembly Plant for two weeks, leaving thousands of workers in employment limbo. Earlier, the company also paused its next-generation electric Jeep Compass production line in Brampton to “reevaluate its product strategy.”

“We’re not waiting for the storm to hit—we’re already in it,” said a shop floor supervisor who requested anonymity. “Even the job postings have been pulled. Everyone’s worried the next announcement will be layoffs.”

Ontario’s Response: Premier Ford Announces $11B Emergency Relief Package

In response to the unfolding crisis, the Ontario government has launched an $11 billion relief plan to cushion the blow. The measures include a six-month deferral on certain administrative taxes, and an expanded rebate through the Workplace Safety and Insurance Board (WSIB)—doubling the previous $2 billion rebate issued in March.

“We can’t control President Trump, but we can control the future we want to build for Ontario,” said Premier Doug Ford during a visit to Orillia. He emphasized his administration’s commitment to protecting auto workers and pledged to break down interprovincial trade barriers, diversify exports, and build a more resilient economy.

The province also announced tax relief measures across ten categories, including the Employer Health Tax, Gasoline and Fuel Taxes, Tobacco Tax, and Horse Racing Levy.

Federal Government Hits Back: Canada Slaps Retaliatory Tariffs on U.S. Cars

The federal government is not standing idly by. Prime Minister Mark Carney announced retaliatory tariffs on all American-made vehicles that do not meet CUSMA standards. Even vehicles that technically qualify under the agreement will be taxed if they contain any non-Canadian components.

“These tariffs are unjustified, unfounded, and flat-out wrong,” said Carney, warning that Trump’s protectionist trade crusade could “destabilize” the global economy. He criticized the U.S. for adopting a confrontational approach that he said is driving up inflation and choking global growth.

The Political Underpinning: Is This a Campaign Playbook for 2025?

The timing of this economic storm is no coincidence—it comes just as the U.S. enters its 2025 election cycle. Some analysts believe Trump’s renewed tariffs are part of a strategy to shore up support in the Rust Belt by portraying foreign competition—particularly from Canada—as a threat to American jobs.

“This is a geopolitical and economic chess game. Canada must escape its overreliance on the U.S.,” said Professor Linda Zhao, an economist at the University of Toronto. She urged Canada to accelerate trade deals with ASEAN, South America, and other emerging markets. “Only by stepping out of the U.S.-centric trade framework can Canada reclaim true economic sovereignty.”

Conclusion: The Storm Isn’t Over, But It Could Be an Opportunity for Reinvention

Canada is facing a rare economic shock—one that goes beyond temporary layoffs and hints at a fundamental shift in global trade dynamics. Yet within every crisis lies the seed of reinvention.

“If we use this moment to pivot toward green supply chains, trade diversification, and workforce upskilling, Canada could emerge stronger a decade from now,” said Drummond.

The storm may be raging, but panic isn’t the answer. Clarity, resilience, and foresight will decide who we become when the clouds finally lift.

#加拿大家园论坛

重磅:加拿大央行今天宣布了利率,楼市破天荒暴跌!大批人卖房、但是没有人接盘!

一、利率不变:稳住阵脚,还是“无力作为”?

2025年4月16日,加拿大央行宣布将隔夜利率目标维持在2.75%,银行利率为3%,存款利率为2.70%。这是央行自去年6月开启降息周期以来,首次在连续调整后选择“观望”。

央行行长蒂夫·麦克勒姆(Tiff Macklem)在新闻发布会上表示,此次按兵不动,目的是“为获取更多关税冲击的信息留出空间”,并警告称,“当前形势不允许我们再依赖过去那种前瞻性指引。”换言之,央行不会急于释放宽松信号,而是选择边走边看。

但问题是——市场等得起吗?

二、楼市“春寒料峭”:多伦多房市陷入20年最冷春季

在大多数年份,春季是加拿大楼市的“旺季”,尤其是在多伦多这样的核心城市。但2025年3月的数据却令人瞠目:据多伦多地区房地产委员会(TRREB)披露,该月房屋销量仅为5,011套,同比暴跌23%,为过去二十年最低水平。

与此同时,新上市房源暴增至17,000套,激增近29%。买家观望,卖家扎堆,“卖多买少”格局令人担忧,市场仿佛被突然按下暂停键。

三、买方“心病”难医:不是没钱,是不敢出手

从表面看,现在买房的确更“划算”:利率下降、房价回调,2025年3月GTA平均房价比去年同期下降2%,MLS基准价跌幅则达3.8%。但市场反馈却出人意料的冷淡。

“我们看到的不是‘买不起’,而是‘不敢买’。”TRREB总裁Elechia Barry-Sproule指出,眼下人们最大的问题不是预算,而是信心——经济、政策、国际局势交织的“黑天鹅”太多。

多伦多地产经纪Amir Raza坦言,“价格已经回落到2022年,但客户预约看房的兴趣明显减弱。大家都在等,担心今天买了,明天房价还要继续掉。”

四、三大压顶:贸易战、大选和信贷收紧

2025年春季,购房者正面临前所未有的“三重焦虑”。

首先是中美贸易战升级的“外患”。美方对加拿大建筑材料、钢铁、汽车等产品大幅加税,直接冲击安省等制造业重地,影响就业和信心。麦克勒姆承认,“更高的关税可能抑制出口需求,对家庭和企业信心造成多方面影响。”

其次是联邦大选临近,各政党在住房议题上“雷声大雨点小”,缺乏可信且具体的政策方案,使得民众普遍持币观望。

第三,加拿大各大银行在经济放缓背景下收紧贷款政策。贷款顾问透露,“获批比去年难多了,现在银行更看重申请人所在行业的稳定性。”

五、房市“冰冻线”:从投资者到自住客都在“等风来”

这场寒流不仅冲击首次购房者,也让“换房族”和“投资客”陷入犹豫。

Raza分享客户故事:“一对夫妇打算卖掉康山的三居室,换密西沙加的独立屋,价格差不多。他们都准备好了,却因为担心‘卖完旧房后新房还会继续掉价’而暂停了计划。”

而对于持有多套物业的投资人来说,这可能是更沉重的一击:利息高、租金压力上升、政策走向不明……“我们已经看到不少投资者在考虑退出市场。”Raza说。

六、央行“走钢丝”:控制通胀 VS 支撑经济

央行此次维持利率的决定背后,是两难困境:一方面,3月CPI通胀回落至2.3%,低于2月,但仍高于1月报告时的1.8%;另一方面,加拿大经济已经显露放缓迹象,第一季度消费、住宅投资、企业支出均下降,3月就业人数更是下滑。

而央行自己也承认,未来一年面临“通胀下行压力”与“成本推动上行压力”的双重夹击。

尤其是美国贸易政策变动带来的全球不确定性,让央行在本次货币政策报告中罕见地未给出单一经济预测,而是提出两种情景路径:一是短暂放缓、通胀稳定;二是衰退、通胀冲高。

七、复苏能否靠“政策糖果”激活?

尽管央行按兵不动,但市场并非毫无期待。TRREB指出,如果在接下来的几个月出现进一步降息,有可能缓解一部分买家的购房压力。同时,加拿大联邦住房部长也正在推动新一轮购房补贴措施,包括首次购房者税收减免、首付援助计划等。

然而,专家普遍警告:房市复苏并非靠“价格折扣”就能实现。

“仅靠低房价或利率,不足以重塑人们对未来的信心。”地产分析师丽莎·陈表示,“真正能刺激购房者进场的,是政策稳定性、经济可预期性以及就业安全感。”

八、结构性失衡:不是没人想买,而是没人敢买

正如TRREB首席执行官John DiMichele所言,加拿大的房地产市场问题远非供需失衡那么简单。“住房不仅是经济问题,更是社会结构问题。”他指出,现行政策在土地审批、建筑材料进口、劳动力跨省流动等方面仍存巨大掣肘。

DiMichele直言,“我们需要的是一次系统性改革,不是零散补丁。”当住房从“居住权”异化为“投资工具”,当人们对未来不再有稳定预期,房市就算“技术面回暖”,心理面却依旧冰封。

结语:楼市深寒中,信心才是最贵的“资产”

2025年的这个春天,加拿大楼市看似只是“暂停”,实则是一次深刻的心理拐点。利率维持、价格下跌,曾是房市复苏的先行信号,但这一次,它们没能打动犹豫的买家。

人们不是不想买,而是没有理由现在买。只有当经济政策、就业预期和全球局势传递出“确定性”,房地产市场才能真正解冻。

在这个春季交易失约的时刻,我们或许也该重新思考一个问题:楼市的热度,从来不在于房价涨跌,而在于人们对未来的期待。

#加拿大家园论坛

突发!特朗普最新考虑暂豁免汽车关税!放宽生产线从加拿大转美国时间

“我不是改变主意,我是灵活变通。”美国总统特朗普在椭圆形办公室的这句话,成为周一(4月14日)汽车行业的一记“强心针”。仅仅在三周前,特朗普才宣布对进口汽车及其零部件征收高达25%的关税,称其为“永久性”政策,如今却突然考虑对这一政策进行豁免,给制造商“调整供应链的时间”。

这一罕见“松口”立即在资本市场引发积极反应:福特股价上涨4.1%、通用上涨3.5%,甚至一向自视为“全球独立制造者”的特斯拉,也微涨0.02%。然而,对政策多变心有余悸的经济学家则警告称,反复无常的贸易立场,恐已对投资信心造成难以修复的伤害。


政策“回摆”:强硬口号遇上产业现实

特朗普此次表示,“我们要求企业将生产线迁回美国,但这需要过渡期”,并特地提及加拿大与墨西哥在汽车零部件供应链中的关键地位。事实上,在全球汽车生产体系中,加拿大和墨西哥早已深度嵌入“北美车轮”之中,核心部件的跨境流通频率高达平均每辆汽车85次边境往返

“你不能只看品牌的标志在哪组装,真正复杂的是零部件。”加拿大汽车零部件制造商协会执行长菲利普·布朗(Philip Brown)表示,“发动机可能来自安省,变速箱来自德州,车灯却是墨西哥组装的。”

特朗普先前的强硬态度原意在制造“供应链回流”压力,试图以关税作杠杆让跨国车企在美国本土增产增建。然而现实远比口号复杂。以通用汽车为例,其在墨西哥与加拿大的工厂不仅雇佣上万名工人,更承担了全球部分平台的独家生产任务,贸然迁回将引发产能断层与价格震荡。


豁免背后的三重压力:政治、经济与外交

本次“考虑豁免”表面是对产业现实的调整,背后却暗藏多重压力交织。首先是国内经济的不确定性。上周,美国债市遭遇抛售,10年期国债收益率跃升至4.4%,引发市场对未来加息的预期和企业融资成本激增的担忧。分析师普遍认为,这种高压环境下,再加上关税所引发的供应链成本上升,恐将对消费端形成“价格双击”。

其次,政坛声音也在升高。随着2026年中期选举步步临近,特朗普在制造业州的民意支持虽强,但面对汽车行业雇员、工会和消费者的联手反弹,他显然不能无视成本上升对就业市场与通胀数据的双重影响。

而在外交层面,欧盟已经对美国的汽车关税措施表达强烈不满,欧洲贸易专员谢夫乔维奇在X平台发文称,“欧盟始终愿意达成公平协议,包括工业品零关税互惠”。如果特朗普继续推行惩罚性关税,势必引发新一轮贸易报复。


加墨准备好了吗?喘息窗口未必就是“胜利”

值得注意的是,特朗普并未明确取消汽车关税,仅是“考虑暂时豁免”,给企业留下一个“政策缓冲期”。这对加拿大与墨西哥而言,是争取调整空间的机会,但也是不确定性继续拉长的前奏。

“你不能指望一个90天的窗口就能重新设定整条供应链。”蒙特利尔银行(BMO)经济分析师爱丽丝·唐(Alice Tang)指出,“这更像是给谈判桌加了一张椅子,但没有菜单。”

加拿大联邦政府目前尚未就此正式回应。但业内普遍呼吁,加方应趁此机会与美方展开更实质的产业安全与贸易配额谈判,争取在“政策灰区”中找到长期稳定的安排。

墨西哥方面,经济部长雷斯特雷波(Raquel Restrepo)则呼吁北美三国重启《美墨加协议》(USMCA)附加条款谈判,以汽车产业为切入点,重新界定“北美原产”与“外包加工”的认定比例。


“灵活”是策略,还是软化?市场信心依然摇摆

“特朗普所谓的‘灵活’,更多是一种策略语言。”北方信托(Northern Trust)首席经济学家坦嫩鲍姆表示,“真正的问题是,这样的反复会不会成为常态?”

他讽刺地表示:“我的投资团队现在桌上多了一件工具——肩颈按摩垫。这不是玩笑,是应对政策跳动造成的紧张。”

不少市场分析人士也认为,特朗普的每一次“模糊化转向”都是向选民、资本和企业传递多个信号,但越多的“灵活性”,往往也意味着越少的确定性。


结语:豁免不等于放弃,产业仍处风口浪尖

短暂的喘息窗口,并不意味着北美汽车产业可以松懈。关税大棒虽然暂时收起,但它随时可能再次挥下。无论是通用、福特这样的传统巨头,还是特斯拉、Lucid这样的新兴制造者,在未来90天内都必须制定多套战略剧本。

而对于加拿大和墨西哥来说,这可能是少有的时间窗口,用以重新定义其在北美制造版图中的角色。真正的博弈,才刚刚开始。

#加拿大家园论坛

加拿大通胀意外放缓,央行决策或迎“冰与火之歌”

在多月高企的物价压力后,加拿大3月份通胀率意外放缓至2.3%,创下近三年来的最低年度增速。然而,这一“冷却”背后却并非物价全面降温,反而突显出央行决策者面前愈加复杂的博弈格局。

根据加拿大统计局周二公布的数据,3月CPI按年增长2.3%,远低于市场此前预计的2.6%。按月来看,CPI则上升了0.3%。其中,汽油价格的同比下降(-1.6%)以及旅游与航空运输价格的走低(-4.7%与-12.0%)成为主要拖累项。

但统计数字的另一面并不轻松。被央行作为观察通胀趋势核心参考的“CPI-中位数”与“CPI-trim”依然高位运行,分别为2.9%和2.8%。这表明,除去波动性最大的商品后,加拿大多数商品与服务的价格仍保持坚挺。

“这就像看温度计表面降了两度,但屋子里其实还是闷热。”经济学家丽莎·康诺利(Lisa Connolly)表示,“核心通胀没有实质缓解,食品和酒类价格仍在快速上涨,说明通胀的压力只是短暂‘遮罩’了。”

事实上,今年初的销售税减免政策对物价增速形成了技术性压制,这种“人为放缓”或导致体感价格与实际CPI出现偏差。数据显示,3月食品价格同比上涨3.2%,含酒精饮品价格上涨2.4%,显示消费端的日常压力并未减轻。

与此同时,美国政治的不确定性也对价格结构产生外部冲击。尽管航空票价下降,但分析认为这与美加间旅行减少密切相关。特朗普政府对加拿大征收的一系列关税与加方反制措施,不仅压抑了双边贸易,也令央行在“保增长”与“控通胀”之间更显进退维谷。

货币市场当前预测,加拿大央行在连续七次降息后,有60%的概率将在本周三政策会议上选择暂停加息。市场普遍认为,除非核心通胀出现结构性缓解,否则央行难以贸然转向。

“这就像开车:油门和刹车同时踩着。你要么冒险通胀重燃,要么承受经济下行的代价。”康诺利指出,央行下一个动作将高度依赖5月和6月的CPI数据是否延续当前趋势。

对于普通加拿大人而言,数字可能是一回事,但钱包感受到的是真实的另一回事。未来几月,价格曲线能否真正“软着陆”,不仅是央行关注的问题,也将决定消费者信心的恢复速度。

#加拿大家园论坛