波兰兹罗提:波兰央行预计将结束宽松周期,利率维持不变 – BBH
布朗兄弟哈里曼(BBH)的埃利亚斯·哈达德预计波兰国家银行(NBP)将在第二次连续会议上将政策利率维持在3.75%,有效地表明其过去一年200个基点的宽松周期已结束。

布朗兄弟哈里曼(BBH)的埃利亚斯·哈达德预计波兰国家银行(NBP)将在第二次连续会议上将政策利率维持在3.75%,有效地标志着其过去一年200个基点的宽松周期结束。鉴于整体和核心消费者价格指数(CPI)均高于NBP的预期,以及有利的国际收支状况,哈达德认为正的实际利率继续支撑波兰兹罗提(PLN)。

稳定的政策和支持性的实际利率

“波兰国家银行(NBP)预计将在今天的第二次连续会议上将政策利率维持在3.75%不变。”

“NBP可能会表示其过去一年实施的200个基点的宽松周期已经结束。”

“波兰的整体和核心CPI通胀率分别高于NBP第一季度2.2%和2.6%的预测。”

“波兰的正实际利率和有利的国际收支背景继续支撑PLN。”

(本文由人工智能工具协助生成,并由编辑审核。)

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