桑坦德银行:欧洲央行下周降息已板上钉钉

金融界
May 30, 2025

桑坦德银行的G10宏观和固定收益策略研究主管Antonio Villarroya在一份报告中指出,欧洲央行下周四再降息25个基点、将存款利率降至2.00%已板上钉钉。他表示,问题在于这是否会是本轮周期的最后一次宽松。Villarroya认为,尽管再次降息的概率低于市场当前定价,但欧洲央行至少会在与美国关税相关的不确定性消散之前,保留进一步降息的可能性。他指出,未来几个月欧元短期利率可能较当前水平走高,但这种重新定价可能不会立即发生。

责任编辑:安东

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