花旗將英國啟動減息時間預測押後至明年8月
花旗經濟師團隊預期,英倫銀行將於明年8月首度減息,較原來預估的5月押後,基於政府宣布國民保險供款率下降2個百分點,以及個人稅寬減,均增加通脹風險。
該行指出,對於英倫銀行明年減息1厘的預測,是基於貨幣政策不會等待工資通脹放緩的明顯跡象,以及財政政策不會顯著增加通脹風險。
該行認為,英國大選前的短期政策措施,意味潛在減息周期啟動最大可能在明年第三季出現。
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