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澳新银行表示,澳储行会后基调比预期更为鹰派。

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-- 澳新银行(ANZ)表示,澳大利亚储备银行(RBA)会后声明的基调比预期更为鹰派,尽管RBA董事会指出已“三次上调现金利率”,但并未明确表示将在6月暂停加息。该行周二发布的一份报告指出。 澳新银行表示,这并不一定意味着再次加息已成定局,而是表明RBA董事会倾向于保持政策选择的开放性。该行还补充说,随后的新闻发布会使用了更多澳新银行预期在政策声明中会看到的“与暂停加息相关的措辞”。 澳新银行表示,其仍然预期RBA董事会将在6月暂停加息。3月份5比4的投票结果表明,部分董事会成员强烈倾向于在货币政策声明会议上采取行动。 澳新银行预计,到8月份,如果中东冲突未能迅速解决,石油供应未能恢复,澳大利亚的经济活动数据将疲软到足以让澳储行维持利率不变。不过,鉴于目前对产能压力的关注以及更为鹰派的基调,澳储行补充说,8月份加息的风险似乎比本次会议前更大。 澳新银行表示,澳储行工作人员似乎预期第二季度经调整后的平均通胀率将比第一季度高出1%,这意味着在缺乏疲软的经济活动数据的情况下,澳储行董事会很难在8月份维持利率不变。 澳新银行补充说,该行预测经调整后的平均通胀率将略低,并认为澳储行对第二季度失业率的预测面临更高的风险。

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