英国:英格兰银行立场与伯纳姆政治 – 法国兴业银行
法国兴业银行(Societe Generale)英国(UK)经济学家强调了安迪·伯纳姆(Andy Burnham)可能发起工党领导权挑战所带来的政治不确定性及其政策影响,但仍预计激进变革有限。

法国兴业银行(Societe Generale)英国(UK)经济学家强调了围绕安迪·伯纳姆(Andy Burnham)可能的工党领导权挑战及其政策影响的不确定性,但仍预计激进变革有限。在货币政策方面,他们指出梅根·格林(Megan Greene)可能会支持6月加息,但预测英国央行(BoE)将维持利率不变。他们预计4月国内生产总值(GDP)环比增长0.1%,随后2026年晚些时候增长放缓。

尽管鹰派声音存在,预计英国央行将维持利率不变

“上周在英国,曼彻斯特市长安迪·伯纳姆确认,如果赢得梅克菲尔德补选,他将寻求在领导权竞选中挑战斯塔默。”

“一项民调显示,伯纳姆将在6月18日的梅克菲尔德补选中以49%的支持率获胜,而改革党支持率为39%。”

“伯纳姆还确认,如果成为领导人,他不会宣布提前大选。”

“货币政策委员会(MPC)委员梅根·格林在本周的《金融时报》文章和演讲中均表示,她可能会在6月会议上投票支持加息,加入了4月投票支持加息的皮尔(Pill)。”

“然而,我们预计这些委员将继续处于少数派,英国央行将在6月维持利率不变。”

(本文由人工智能工具协助生成,并由编辑审核。)

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