英國政府公佈減稅,引發國債拋售
格隆匯9月23日丨英國國債週五大幅下跌,投資者準備迎接財政大臣誇滕爲其一攬子減稅和能源補貼計劃提供資金的大量新債發行。荷蘭國際集團固定收益策略師Antoine Bouvet表示,這是過去兩個月英國國債市場大幅拋售的升級。除了能源價格保障外,還有大量減稅措施,這嚇壞了英國國債投資者,他們現在預計將有大量債券發行。市場還預期英國央行將更激進地加息,以抵消刺激措施的通脹影響。三菱日聯分析師Derek Halpenny表示英鎊將繼續面臨下行壓力。減稅和支出計劃不太可能刺激英鎊反彈。這種財政擴張看起來不可持續,而英國央行的緊縮力度落後於一半的G10央行,儘管英國的通脹率在G10中最高。
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