德商银行:欧洲央行预期的“按兵不动”或令债券市场松一口气

格隆汇
Jul 23

德国商业银行利率策略师Rainer Guntermann在一份报告中表示,在欧洲央行料将按兵不动,且行长拉加德并未预先承诺9月份加息,欧元区政府债券市场周四可能会松一口气。目前货币市场预计欧洲央行周四将维持利率不变。不过,该策略师表示,拉加德可能会为9月份的加息敞开大门。Guntermann指出:“10年期德国国债收益率今年迄今已接近3.2%的高位,这应该会提供支撑,而明日公布的采购经理人指数(PMI)可能会提醒市场,经济增长前景依然充满挑战。”他还补充道,能源价格的最新动态也为利率前景增添了变数。

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