荷兰国际银行:欧洲央行将加息75个基点,并就减持债券制定原则
欧洲央行官员最近的言论让人怀疑欧洲央行是否真的会放慢加息步伐。欧洲央行10月会议以来的宏观数据一方面显示,欧元区经济在第三季度表现出韧性,但也证实,今年最后几个月欧元区经济进一步降温。总体通胀下降至少可能会减少继续大幅加息的紧迫性。综上所述,我们认为欧洲央行加息75个基点的风险明显增加。在加息之后,欧洲央行可能会就计划如何减持债券制定一些总体原则。我们预计欧洲央行最终将减少对债券购买的再投资,但不会直接出售债券。
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