机构:“一次性加息”或令欧洲央行陷入被动 债券问题亦不应忽视

格隆汇
Sep 10
Marex FX联席交易主管兼私人市场负责人Jonathan Pryor在一份报告中警告称,欧洲央行可能会在周四公布利率决定后“陷入被动”。他说:“如果欧洲央行错误判断,认为这次加息会是‘一次性加息’,结果被其他利率更高的G10央行甩在身后,那么这可能对拉加德以及欧洲央行的声誉产生长期影响。”他补充称:“对欧洲央行而言,更为复杂的挑战在于,在协调货币政策的同时,还必须应对各主权国家之间不断波动的债券利差,而这一挑战通常很少被提及。”Pryor指出,“任何涉及债券市场的表态都将十分重要,因为这通常是欧洲央行不愿触及的话题,但这又不可避免地成为其未来几个月所面临挑战的一部分。”

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