汇市新闻

法巴:别被德拉基忽悠了 欧洲央行延长QE只是时间问题

日期:2016-09-12
  法国巴黎银行经济学家上周五(9月9日)在报告中称,虽然欧洲央行(ECB)没有在上周四(9月8日)的会议上延长量化宽松(QE)政策,但该央行可能只是在等待有关英国退欧影响的更多证据,延长QE只是时间问题。
 
  上周四欧洲央行果然一如市场预期维持利率不变,但随后行长德拉基(Mario Draghi)却在记者会上大放鹰派言论,称没有讨论过延长QE计划,“暂时”没有必要进行刺激、
 
  然而,法国巴黎银行认为,由于存在下行风险,欧洲央行可能在评估QE的技术细节后于12月采取行动。
 
  与此同时,苏格兰皇家银行(RBS)也认为,欧洲央行可能在12月会议上释放大招,届时每个月收购资产金额将增加200亿欧元,达到1000亿欧元,存款利率将调降10个基点至-0.50%。
 
  Lee在报告中写道,“虽然德拉基称有财政空间的国家应该运用,但这并不意味着各国政府会响应。另外,尽管德拉基同意德国工资需要上调,但仍需要通胀上行才会发生。”
 
  关于美联储加息前景方面,法国巴黎银行经济学家认为,“就美联储而言,看上去越来越有可能在本月加息。”
 
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