ChainCatcher 消息,阿布扎比第一银行分析师在报告中表示,油价的强势已经并将继续(至少在短期内)成为通胀压力更具结构性的驱动因素。分析师指出,通胀压力已导致在央行降息预期消退的情况下利率遭到抛售。此前市场预期美联储今年将降息两到三次,但这些预期已被排除。
LSEG 数据显示,货币市场目前预计 2026 年美国政策利率将基本保持不变,存在非常微小的紧缩倾向。市场甚至计入了欧洲央行和英国央行到今年年底更为鹰派的加息情景,分别加息 74 个基点和 56 个基点,“这很大程度上是欧洲输入型能源通胀的结果”。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.