韩国央行:连续加息风险仍然存在 - 法国兴业银行
法国兴业银行(Societe Generale)的成容成(Kiyong Seong)回顾了韩国央行将利率上调 25 个基点至 2.75%,并指出货币政策委员会一致偏鹰派。7 月声明被评估为比 5 月更偏鹰派,而行长申的评论使得 8 月 27 日会议连续加息的可能性仍然存在。

法国兴业银行(Societe Generale)的 Kiyong Seong 回顾了韩国央行将利率上调 25 个基点至 2.75%,并指出货币政策委员会一致偏鹰派。7 月声明被评估为比 5 月更偏鹰派,行长 Shin 的评论使 8 月 27 日会议连续加息的选项仍然开放。即将公布的 GDP、GDI 和通胀数据被视为政策路径的关键。

连续收紧的大门仍然敞开

"我们的结论是,韩国央行为 8 月会议连续加息的可能性留下了大门,尽管这将取决于数据表现。"

"从行长 Shin 对连续加息可能性的回应来看,我们认为 8 月 27 日货币政策委员会会议上再次加息的风险不能被排除。"

"简而言之,这听起来像是韩国央行仍对 8 月连续加息持开放态度的间接信号。"

"不过,鉴于政策前景对即将公布的增长和通胀数据高度敏感,我们怀疑在关键数据发布前,收益率接收方可能会比平时更快地获利了结。"

"韩国央行 7 月货币政策委员会声明读起来更偏鹰派,暗示后续还有进一步加息。"

(本文由人工智能工具协助创建,并由编辑审阅。 了解更多。)

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