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周四,英国央行将利率下调25个基点至4.75%,符合市场预期。这是自2020年以来的第二次降息,行长安德鲁·贝利表示未来的降息步伐可能会逐步进行。
货币政策委员会(MPC)以8比1的投票结果支持降息,将利率从5%下调至4.75%,超出路透社调查中预期的7比2投票结果。决议公布后,英镑兑美元从约1.2906上涨至1.2932,并最终上涨0.83%,收于1.2985。

(英镑兑美元日线价格图,来源:Trading View)
贝利在评论中指出,尽管预计整体财政政策将按预期收紧,但预算调整可能会在预测期内减少经济的闲置产能。他强调需要更广泛地降低服务价格通胀,以保持2%的消费者价格通胀目标。同时,贝利提醒不要指望利率路径会有显著变化。
汇丰资产管理公司的侯赛因·迈赫迪表示:“我们正处于‘永久赤字’的时代,这反映出通过政治优先事项来促进增长和生产率的努力。”他认为,降温的劳动力市场应有助于在未来几个月中对服务通胀施加下行压力,但最新的英国预算可能会在长期内增加通胀压力。
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