ICAEW:英国通胀回升增加英国央行加息可能性

格隆汇
Aug 19
英国特许会计师协会(ICAEW)首席经济学家苏伦·蒂鲁表示,英国7月份通胀率回升至2.9%,再次引发了英国央行进一步加息的可能性。“7月份的上涨不太可能是一次性的,干旱导致食品价格上涨,能源成本飙升,使得今年晚些时候通胀率超过3.5%的可能性增加,尤其是在霍尔木兹海峡的交通中断持续的情况下。”他指出,服务业通胀率下降不太可能让英国央行决策者安心,因为这似乎反映的是景区和儿童餐增值税的暂时下调,而不是潜在价格压力的降温。虽然这些数据不太可能在9月份引发加息,但它增加了在2026年底前进一步收紧货币政策的可能性。

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