歐洲央行認為需要重新評估超寬鬆貨幣政策

In Market Shorts
November 26, 2021

 

歐洲央行公開 10 月份會議紀錄顯示,管委會表示,鑑於通脹前景改善,於未來某個時間有需要重新評估超寬鬆貨幣政策對經濟的支持,並逐步轉向更加中性。不過,一些反映市場對短期貨幣市場利率未來路徑預期的指標,很難與歐洲央行的政策利率前瞻指引相協調,短期利率的上升可能是由於認為通脹風險上升。同時,一些投資者可能也更加看重加息條件會更早滿足的可能性。而市場定價可能也部分反映了對歐洲央行前瞻指引中三個加息條件的理解不完整。明顯,歐洲央行不願市場誤判真正的加息時間點,以免對經濟復蘇步伐造成影響。


場外式黃金/白銀交易的風險:
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