【央行货币政策委员会二季度例会释放哪些信号？】招联首席经济学家董希淼表示，总体来看，货币政策更加注重适度宽松框架下的精细化操作，在保持流动性充裕的同时，更加注重政策传导效率、金融稳定与国际收支平衡，为应对更趋复杂的内外部环境做好前瞻性安排，反映出宏观调控从短期稳增长转向短期稳增长与长期结构优化并重。董希淼表示，在政策思路上，会议更加强调增量与存量政策的集成效应，相较一季度例会，新增“增强前瞻性灵活性针对性”及“把握好政策实施的力度、节奏和时机”等表述。
中信证券首席经济学家明明分析认为，对于国内经济的运行情况，相较于一季度例会，本次会议在延续“总体平稳”表述的前提下，将“稳中有进”的表述调整为“向新向优”，这一变化体现了这一阶段我国经济发展从平稳增长向结构优化逐步转变。“新”或对应新质生产力，“优”则对应经济增长结构优化。会议新增了“增强经济发展内生动力，进一步做强国内大循环，做优国内国际双循环”的表述。明明表示，会议新提“做优国内国际双循环”，将国际循环也纳入经济增长的推动因素来看待，或意味着下一阶段央行货币政策对实体的支持也将兼顾海外供需的影响。
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