ЕЦБ: РАЗВОРОТ В ИЮНЕ ПОДТВЕРЖДАЕТСЯ СПИКЕРАМИ РЕГУЛЯТОРА, НО ПО ДАЛЬНЕЙШЕЙ ТРАЕКТОРИИ ПОКА ВОПРОСЫ
Европейский регулятор сократил свой баланс на -€4 млрд до €6.593 трлн, vs +€12 неделей ранее. С пиковых значений (€8.836 трлн) баланс уменьшился на -€2.243 трлн.
Риторика представителей ЕЦБ:
Lagard:
• 2 или 3 снижения в году? Пока без комментариев, мы пока еще окончательно не решили относительно старта снижения. Нужно отсутствие шоков.
• устойчивые 2% инфляции могут быть достигнуты только во 2П2025
De Cos, Kazaks:
• сигнал в отношении июня – вполне ясный. Вероятность – крайне высокая
de Guindos:
• снижение ставки в июне гарантировано, если не произойдет ничего непредвиденного, но после июня надо быть крайне осторожными
Nagel:
• за июньским снижением, в случае реализации, не обязательно последуют следующие
EMCR NEWS: INSTRUCTIONS
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