英国央行 Greene 警告等待第二轮通胀效应再行动将太迟
BoE’s Greene warns waiting for second-round inflation effects would be too late
Megan Greene, an external member of the Bank of England's Monetary Policy Committee, said that the UK's monetary policy was not overly tightened. She warned that waiting for the second round of inflation effects to appear before taking action would make the central bank respond too late. She believed that the greater risk was that the fight against inflation was not active enough rather than raising interest rates too early. She voted in the minority for 25 basis point rate hikes in July and September, both of which were rejected, and she was not surprised when the IMF this week raised its UK growth forecast to 1.3% in 2026.
Greene's warning underscores wariness within the Bank of England over the effects of a second wave of inflation, providing more hawkish clues to expectations for a rate hike ahead of its November policy meeting. Traders need to pay attention to the statements of Bank of England members and evidence of the transmission of energy prices to wages. Its pricing effect on the pound and British bond yields may indirectly affect gold through exchange rate channels. The IMF's upward growth forecast did not change her hawkish stance, which means that the market's re-evaluation of the Bank of England's policy path may continue.
Greene 把能源价格传导至工资和价格的第二轮通胀效应与 11 月加息预期挂钩，有助于理解英国央行鹰派动向对英镑和英债的影响。
来源：ForexLive · investinglive.com