
10月2日:由于通胀数据好于预期且经济表现韧性十足,渣打银行预计欧洲央行将于12月将其存款利率上调25个基点至2.75%,这一预期与其此前主张暂停加息的观点相反。
Oct 2 : Standard Chartered expects the European Central Bank to raise its deposit rate by 25 basis points to 2.75 per cent in December, reversing its previous call for a pause, after stronger-than-expected inflation and resilient economic activity reinforced the case for further tightening.
此前9月份欧元区通胀率上升幅度超出预期,主要源于能源价格走高;与此同时,近期的商业活动数据也显示当地经济活力强于原先的预估,促使该行修正了预测。
The brokerage changed its forecast after euro zone inflation accelerated more than expected in September, driven largely by higher energy prices, while recent business activity data pointed to a more resilient economy than previously anticipated.
目前,多家华尔街大型银行也普遍认同欧洲央行12月再度加息的可能性。
Major Wall Street banks have broadly coalesced around expectations for another ECB rate hike in December.
上个月,欧洲央行与其他多家主要央行均实施了加息举措,旨在遏制能源价格上涨及经济持续向好所带来的通胀风险。
ECB, along with several other major central banks, raised interest rates last month as policymakers sought to contain inflation risks stemming from higher energy costs and resilient economic growth.
渣打银行的经济学家在报告中指出:“我们认为欧洲央行将把利率水平适度提升至限制性区间。”他们还表示,决策者们希望采取相应措施,防范能源价格上行传导至工资水平并引发更广泛物价上涨的风险。
"We think the ECB will opt to take rates slightly into restrictive territory," the brokerage's economists wrote in a note, adding that policymakers may seek insurance against the risk of higher energy prices feeding through to wages and broader price pressures.
欧洲央行下一次议息会议定于10月29日举行,但渣打银行认为12月加息的可能性更大,届时决策者们将获得最新的经济预测数据及新一轮通胀统计结果,尽管目前尚未出现明显的物价水平二次上涨迹象。
The ECB will next meet on October 29, but Standard Chartered said a December rate hike is more likely, as policymakers will then have updated economic forecasts and another round of inflation data, despite limited signs of second-round price pressures.
伦敦证券交易所集团的数据显示,目前金融衍生品市场普遍预期欧洲央行12月加息25个基点的概率约为65%。
Money markets are pricing in a roughly 65 per cent probability that the ECB will raise rates by 25 basis points in December, LSEG data showed.