汇市新闻

欧央行3月或加码宽松 将调整QE各项标准

日期:2016-02-24
  高盛集团在23日发布的最新报告中指出,欧洲央行将在3月10日召开议息会议,预计届时其将进一步实施货产品宽松,包括降息10个基点,并将量化宽松(QE)延长至2017年9月。
 
  但高盛认为,欧央行宽松可能适得其反,造成金融环境收紧,从而加大市场波动。上述两大宽松政策可能扩大两个负面效应,一是投资者现在认为负利率对银行业是有害的,二是延长QE会引发市场对可供购买的德国国债数量不足的担忧,从而怀疑欧洲央行当前政策立场从长期来看难以为继。
 
  对于欧洲央行所面临的困境,高盛预计,欧洲央行也可能将会在3月会议上调整QE的各项标准。去年12月3日,欧洲央行行长德拉吉曾经在新闻发布会上表示,将在春季重新评估资产购买项目的技术指标。
 
  除欧洲央行外,日本央行和美联储也将在3月份议息。市场普遍预计美联储不会在3月份加息,不过市场将主要关注联储对后续货产品政策的立场。对于日本央行3月份是否会进一步宽松,华尔街大行存在分歧,不过经济学家一致认为日本央行最近几个月内必然会再次放松货产品政策。
 
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