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英国央行(BoE)决策者凯瑟琳·曼恩(Catherine Mann)周二澄清,她上周支持降息50个基点的意外决定,并不意味着她支持一系列降息,也不代表她会在3月采取相同立场。尽管她的决定让投资者感到意外,但这符合她一贯的积极政策立场,而不同于英国央行货币政策委员会(MPC)大多数成员更为渐进的策略。

(英国央行政策利率,来源:Forex Factory)
曼恩在周二的讲话中重申,她仍然认为需要保持紧缩的货币政策,并估计英国长期的中性利率可能处于英国央行投资者调查所给出的3.0%-3.5%区间的高端。她的观点与另一位支持降息50个基点的MPC成员斯瓦蒂·丁格拉(Swati Dhingra)不同,后者一直主张更宽松的政策立场。
曼恩解释称,直到目前,她一直支持维持利率不变,因为英国经济的结构性弱点持续推动通胀压力上升。她驳斥了“本次降息50个基点,下一次再降50个基点” 的说法,并表示: “这些结构性障碍在英国经济中依然存在,因此认为我支持‘这次50个基点,下次再50个基点’,这并不是对我发言的正确解读。”
然而,她最终改变立场,是因为看到足够的证据表明消费者需求疲软、劳动力市场可能大幅恶化,以及企业定价能力下降,这促使她放弃了对降息的反对立场。
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