巴西央行预计将在今日下调利率,但同时可能强化其鹰派政策指引。花旗分析师指出,市场普遍预期央行会将基准利率从14.5%调降至14.25%。然而,持续高企的通胀可能构成阻碍。
花旗预计,央行可能在九月停止降息周期,届时利率将维持在13.75%。鉴于当前通胀率仍高于3%的目标水平,"我们应预期货币当局将在政策沟通中升级其鹰派论调",该行表示。
分析师们认为,巴西央行或将转向一种更依赖经济数据的决策路径。与此同时,巴西雷亚尔兑美元汇率走强0.5%。
巴西央行预计将在今日下调利率,但同时可能强化其鹰派政策指引。花旗分析师指出,市场普遍预期央行会将基准利率从14.5%调降至14.25%。然而,持续高企的通胀可能构成阻碍。
花旗预计,央行可能在九月停止降息周期,届时利率将维持在13.75%。鉴于当前通胀率仍高于3%的目标水平,"我们应预期货币当局将在政策沟通中升级其鹰派论调",该行表示。
分析师们认为,巴西央行或将转向一种更依赖经济数据的决策路径。与此同时,巴西雷亚尔兑美元汇率走强0.5%。
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