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北欧联合银行:欧洲央行将连续3次加息75个基点;
Descripción
欧洲央行将在12月连续第三次加息75个基点,以回应管委会中更为鹰派的声音。我们认为,欧洲央行将推迟作出开始减持巨额债券决定的日期,或将日期定在2023年第二季度末或第三季度初,以回应管委会中较为鸽派的声音。
此外,欧洲央行将为减持债券或量化紧缩制定广泛的指引,包括设定每月到期债券数额上限,最初设定为每月100亿至200亿欧元。
尽管欧洲央行仍处于依据数据的模式,但似乎有可能进一步加息,而且幅度可能会放缓。
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财经早咖啡【财经新闻】【Business News】
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