高盛:马来西亚或将推迟至2027年一季度上调政策基准利率

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【高盛:马来西亚或将推迟至2027年一季度上调政策基准利率】高盛表示,尽管马来西亚国家银行近期释放偏鹰派信号,但受经济复苏不均衡、通胀温和影响,该行大概率不会在11月议息会议收紧货币政策。由克里斯·波领衔的高盛经济学家团队称:“相关表态主要意在保留政策灵活性,而非暗示下次会议就会加息。一旦经济强劲增长最终引发大范围通胀压力,马来西亚国家银行可据此作出应对。”总体通胀与核心通胀仍低于长期均值,马来西亚国家银行拥有观望空间,预计将等到次年1月会议上调基准利率25个基点至3%;该预测修正了高盛此前长期维持利率不变的判断。

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