大和资本:欧洲央行因能源冲击传导受限获得的喘息空间或面临风险

格隆汇
Aug 21
大和资本市场分析师在一份报告中指出,迄今为止,欧洲央行决策者可能因能源冲击向其他商品价格传导的间接影响相对有限而感到一定程度的宽慰。“当然,压力主要集中在生产链的早期阶段以及最易受油气价格影响的行业,”他们表示。但随着近几周油气批发价格再次走高,间接传导效应和第二轮价格影响进一步加剧并持续更长时间的风险也在上升。

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