野村:预计瑞典央行8月按兵不动

格隆汇
Aug 13
野村证券策略师预计瑞典央行将在8月将政策利率维持在1.75%不变,且2026年全年不会调整。尽管瑞典通胀低迷且预期稳定,但更强的经济活动数据、中东相关的能源风险以及预期的欧洲央行紧缩政策,增加了瑞典央行提前加息的可能性。该行表示:“此外,欧洲央行今年已加息一次,我们预计其将在9月再次加息。虽然我们认为这些压力不会促使瑞典央行本次投票支持加息,但我们对瑞典央行政策利率预测面临的风险是加息时间早于我们目前预期的2027年12月。”

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