欧洲央行:预计将保持偏鹰派基调,尽管加息疑虑依然存在 - 德国商业银行
德国商业银行(Commerzbank)策略师霍克·西姆森(Hauke Siemßen)认为,欧洲央行(ECB)的预期将主导交易,目前远期合约已完全定价在9月份首次加息,并且到年底只有50%的可能性再进行一次加息

德国商业银行(Commerzbank)策略师霍克·西姆森(Hauke Siemßen)认为,欧洲央行(ECB)预期将主导交易,目前远期合约已完全定价在9月份首次加息,仅有50%的机会在年底前再加息。他预计行长拉加德(Lagarde)将采取相对鹰派的语气来锚定通胀预期,同时怀疑欧洲央行最终会在2026年加息。

远期合约价格限制紧缩

“相反,欧洲央行的预期将在接下来的交易中占据中心舞台,远期合约自本周初以来已降低了加息预期。”

“现在预计在9月份进行首次完整加息,市场认为年底前再加息的机会为50%。”

“在这方面,拉加德明天新闻发布会上的评论将引人注目。”

“我们预计将保持相对鹰派的基调,以控制长期通胀预期,同时我们怀疑欧洲央行今年最终会加息。”

(本文由人工智能工具生成,并经过编辑审核。)

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