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英國央行(BoE)決策者凱瑟琳·曼恩(Catherine Mann)周二澄清,她上周支持降息50個基點的意外決定,並不意味著她支持一系列降息,也不代表她會在3月采取相同立場。盡管她的決定讓投資者感到意外,但這符合她一貫的積極政策立場,而不同于英國央行貨幣政策委員會(MPC)大多數成員更為漸進的策略。

(英國央行政策利率,來源:Forex Factory)
曼恩在周二的講話中重申,她仍然認為需要保持緊縮的貨幣政策,並估計英國長期的中性利率可能處于英國央行投資者調查所給出的3.0%-3.5%區間的高端。她的觀點與另一位支持降息50個基點的MPC成員斯瓦蒂·丁格拉(Swati Dhingra)不同,後者一直主張更寬松的政策立場。
曼恩解釋稱,直到目前,她一直支持維持利率不變,因為英國經濟的結構性弱點持續推動通脹壓力上升。她駁斥了“本次降息50個基點,下一次再降50個基點” 的說法,並表示:“這些結構性障礙在英國經濟中依然存在,因此認為我支持‘這次50個基點,下次再50個基點’,這並不是對我發言的正確解讀。”
然而,她最終改變立場,是因為看到足夠的證據表明消費者需求疲軟、勞動力市場可能大幅惡化,以及企業定價能力下降,這促使她放棄了對降息的反對立場。
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