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凯投宏观:德国、西班牙通胀数据为欧洲央行加速降息提供空间

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2024-11-28 15:58:40
凯投宏观经济学家Andrew Kenningham在一份报告中说,德国和西班牙的通胀数据意味着欧洲央行可能会在12月加快降息步伐。德国11月份通胀保持在2.4%,而西班牙的通胀则从10月份的1.8%攀升至2.4%。Kenningham说,迄今为止的数据表明,凯投宏观对欧元区11月通胀率将从10月份的2.0%升至2.2%的预期过高。他补充称,鉴于通胀再次抬头的风险正在降低,而经济增长长期停滞的风险正在增加,这为欧洲央行在12月加快降息步伐提供了一个强有力的理由,将降息幅度预期从25个基点提高至50个基点。
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