汇市新闻

欧银QE计划无人可挡 例会或调整购买对象

日期:2015-04-13
上周五(4月10日)美银美林在报告中指出,本周欧洲央行例会,将是其管委会进行的最轻松的会议之一。
 
美银美林解释称:“欧洲QE已经启动,并预计将会持续至2016年9月,信用周期改善,欧元区经济增长前景也开始转好。通胀数据迅速转为正值令欧银自身都大感惊讶。首月QE进展顺利也打消了市场对其执行程度的担忧。”
 
然而,美银美林认为,本次欧银例会上尚有两大问题需要讨论,其一是经济迅速回暖后,是否可能提前结束QE,其二则是存款利率是否会再度下调。
 
该机构报告提出:“正如我们此前提到的,我们认为这两个问题的答案都是否定的,行长德拉基会再次向市场保证这一点。此外,欧洲央行可能对合格购买对象列表作出改动。换言之,减少规模或提前结束QE的可能非常低,即使欧洲央行将2017年末通胀率预期提高至2%以上,也不意味着其会作出削减QE的决定。”
 
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