凯投宏观:英国央行或将超预期降息 明年有望降至3.5%

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Gate News bot 消息,凯投宏观副首席英国经济学家Ruth Gregory表示,随着就业人数下降、失业率攀升及薪资增长放缓,今日公布的劳动力市场数据进一步印证了我们的观点——英国央行的降息幅度将超出市场预期,明年利率或降至3.5%。

LSEG数据显示,市场目前尚未对如此大幅度的基准利率下调进行定价。数据表明,绝大多数分析师预计英国央行在本月下旬的会议上将维持4.25%的利率不变。Gregory强调,“就业市场并没有崩溃。事实上,劳动力调查(LFS)裁员率或HR1解雇通知(业计划裁员时必须提交的文件)并没有大幅上升。但多数指标显示,劳动力需求明显在减弱。”

消息来源:金十

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