英格兰银行维持利率3.75%不变
Bank of England Holds Interest Rates at 3.75%
央行已落地的利率决议,直接影响全球流动性定价与英镑资产估值,宏观从业者需重点关注行长对地缘风险及通胀路径的最新表态。
They do see a protracted period of elevated inflation. They do see that remaining at about 4%. Going forward. A real question, though, here about what the risk management strategy is. This from the Bank of America's Bank of England, Andrew Bailey, saying policy may have to tighten if the conflict is prolonged. Talking about the conflict in the Middle East, again, focusing on how much this has pressured the overall situation for a lot of central bankers around them.
Have you got Andrew Hohn, host on the Mind Diversity? I do. That's okay. I actually yes. I mean, this is going to be a really interesting call because they are also facing off with potentially weakening labor market statistics, which really challenge. It's kind of shocking in some ways that they say inflation slightly above 4% in the first quarter of 2027. And you've got a Bank of India that isn't hiking interest rates unlike what we've seen from the ECB.
What we've seen from the federal romance I say from the BMJ, the challenge for them is that the labor market just is not strong. And you're seeing that right now with data that came in, uh, much worse than expected. They don't have the growth backdrop, but some of these other countries have. So they don't have the luxury in the same kind of way. That said, a real question. I'm very curious to read the defense of the three members who did not agree with this and get some indication of what could be coming down the pike.
更进一步:量化金融体系
看懂新闻只是起点——沿量化金融路径,把它变成能交付的工程能力