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德银:预计英国央行今年只会再降息一次

2025-08-08 16:42:20

ChainCatcher 消息,德意志银行分析师的 Sanjay Raja 在一份报告中说,英国央行最新的政策决定可能会引发人们对未来政策路径的重新思考。他说,通胀上升和劳动力市场疲软之间的权衡加剧了政策路径的不确定性。由于 4-4-1 的投票结果,货币政策委员会内部的分歧加剧,给人的印象是银行利率的限制性比以前少了。

德意志银行目前预计,英国央行今年 11 月只会再降息一次,而此前的预期为降息两次,不过有可能推迟到 12 月。预计之后将按季度降息,到 2026 年第二季度,最终利率为 3.25%。

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