UBS Economics-European Economic Comment _ECB Stays data dependent, we see...-110299400
2024-09宏观经济12免费
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- 📄 文件全名
- 《UBS Economics-European Economic Comment _ECB Stays data dependent, we see...-110299400.pdf》
- 🎯 适合读者
- 投资人行业研究员
- 📊 核心数据
- As firmly expected, the ECB cut the deposit rate by 25bps to 3.5% today. The most
- that the ECB expected a relatively low inflation number for September (UBSe: 1.8% y/y
- but rising again by year-end to 2.4%), but that subsequent inflation rates would be
- 25bps in each quarter of 2025. This would imply a depo rate of 3.25% by end-2024 and
- 2.25% by end-2025. By the time of writing, the markets are pricing -5.8bps for October
- 🏷️ 核心议题
- #GDP