金吾财讯 | IMF欧洲部负责人卡默(Alfred Kammer)表示,欧洲央行应该将存款利率维持在目前2%的水平,除非新的冲击实质性改变了通胀前景。自2024年6月以来,欧洲央行已降息两个百分点,并于本月暗示将暂停降息,尽管金融投资者仍认为该行今年晚些时候将再次降息至1.75%。“欧元区通胀风险是双面的,” 卡默表示。“这就是为什么我们认为欧洲央行应该坚持下去,不偏离2%的存款利率,除非出现实质性改变通胀前景的冲击。”“目前我们还没有看到这么大的变化。”IMF与市场看法不同的部分原因是,IMF预计明年的通胀水平将高于欧洲央行的预期。
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