德意志银行首席欧洲经济学家Mark Wall表示,市场距离将关注焦点从欧洲央行最后一次降息转向首次加息“并不遥远” 。
欧洲央行周四维持存款利率在2%不变,符合市场预期。
尽管货币市场体现出年底前还会再降息25基点,但Wall指出,目前的水平可能成为本轮宽松周期的终端利率。
他在一份报告中写道:“不确定性仍然很高, 欧洲央行理所当然地希望保留其选项”。
“但如果贸易不确定性消退,经济韧性和财政大幅放松的结合最终将转化为通胀的上行风险”。
责任编辑:刘明亮
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