欧元区:PMI疲软且通胀预期上调 – 荷兰合作银行
荷兰合作银行高级宏观策略师Teeuwe Mevissen报告称,欧元区增长指标已恶化,法国和德国的PMI显示收缩,德国IFO指数接近五年低点。

荷兰合作银行高级宏观策略师Teeuwe Mevissen报告称,欧元区增长指标恶化,法国和德国PMI显示收缩,德国IFO接近五年低点。欧盟委员会下调了GDP预测,并上调了欧盟和欧元区的通胀预期。Mevissen强调了欧洲央行的政策困境,预计仅有一次25个基点的加息,而市场定价超过两次。

疲软数据与顽固的价格压力相冲突

“昨日公布的法国5月初值PMI数据显示综合指数从上月的47.6骤降至43.5,制造业和服务业均显疲软。”

“德国PMI数据冲击较小,但综合指数为48.6,经济持续显示收缩迹象。尽管今晨公布的德国IFO数据略好于预期,但仍接近五年低点。”

“昨日欧盟委员会发布的春季预测反映了对伊朗战争经济影响日益悲观的态度。”

“欧盟委员会将欧盟2026年通胀预测上调了整整一个百分点,至3.1%。”

“今晨市场预计未来六个月内欧洲央行将加息略多于两次25个基点,荷兰合作银行目前仅预计一次。”

(本文由人工智能工具协助生成,编辑审核。)

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