机构:市场对欧洲央行加息预期可能已经过度

格隆汇
Jul 23

英杰华投资伦敦发达市场利率主管Ed Hutchings表示,总体而言,欧洲央行当前的首要任务十分明确,即应对通胀环境。因此,市场认为未来还将继续加息这一判断是合理的。但在已经完成一次加息、且市场已计入超过两次进一步加息预期的情况下,市场预期是否已经走得太远了?目前看来,确实开始显现出这种迹象。

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