英镑:英国央行的不确定性与通货紧缩趋势-瑞银(UBS)
瑞士银行经济学家保罗·多诺万强调了关于英国央行会议的不确定性,与更可预测的欧洲央行形成对比。他解释说,数据收集中的一些奇特之处扭曲了12月份的通胀数据,但预计英国的潜在通胀将呈下降趋势。这应该允许在2026年晚些时候降息,尽管瑞士银行并不预计英国央行会立即放松政策。

瑞士银行经济学家保罗·多诺万强调了关于英国央行会议的不确定性,与更可预测的欧洲央行形成对比。他解释说,数据收集中的一些奇特之处扭曲了12月份的通胀数据,但预计英国的潜在通胀将呈下降趋势。这应该允许在2026年晚些时候降息,尽管瑞士银行并不预计英国央行会立即放松政策。

英国央行最终降息的路径

"英国央行带来了一些不确定性。"

"数据收集时机的奇怪之处扭曲了12月份的通胀数字,但通胀的趋势应该是向下的。"

"这将允许今年降息,但还不是时候。"

(本文是借助人工智能工具创建,并由编辑审核。)

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