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Reuters ·  08:15

Reuters://Realtime/Verb=Open/Url=Cpurl://Apps.cp./Apps/CB-Polls?Ric=Mxcbir%3Deci Poll Data

路透社://实时/动作=打开/网址=Cpurl://Apps.cp./Apps/Cb-Polls?Ric=Mxcbir%3Deci 投票数据

By Gabriel Burin

作者:加布里埃尔·布林

- Mexico's Central Bank Is Set to Deliver a Fifth and Final Quarter-Percentage Point Rate Cut of the Year on Thursday, a Reuters Poll Found, in a Possible Split Decision With Some Policymakers Leaning Towards a Larger Reduction.

布宜诺斯艾利斯,12月16日(路透社)——墨西哥中央银行将在周四进行今年最后一次的四分之一个百分点利率降息,路透社调查发现,这可能会出现分歧,一些政策制定者倾向于更大幅度的降息。

The Bank of Mexico, Known as Banxico, Started Lowering the Cost of Credit in March, Applying Four 25 Basis Point Cuts Since Then to 10.25% Currently From a Record 11.25% as Inflation Cooled.

墨西哥银行(Banxico)从3月开始降低信贷成本,至今已实施了四次25个基点的降息,将利率从创纪录的11.25%降至当前的10.25%,这是在通货膨胀减缓的背景下进行的。

While the Consensus View in the Survey Pointed to Another Quarter-Percentage Point Reduction This Week, It Is Expected to Be a Close Call Between That and a Potential Half-Percentage Point Cut, Forecast by a Few Banks Like J.P. Morgan.

尽管调查结果的共识观点指向本周再降四分之一个百分点,但预计这将是一个紧张的看涨判断,这与一些银行预测的可能半个百分点的降息之间非常接近。 摩根大通.

"We Anticipate a Difficult Decision for Banxico... on One Hand, Inflation Continues to Fall Gradually. However... It Remains at Practically the Same Levels as Last Year," Scotiabank Analysts Wrote in a Report, Predicting a 25 Basis-Point Cut.

"我们预计墨西哥中央银行将面临艰难的决定……一方面,通胀继续逐渐下降。然而……目前的水平几乎与去年持平,"斯科西亚银行分析师在报告中写道,预测将削减25个基点。

Scotiabank's Forecast Was in Line With the Median Estimate of 22 Economists Polled Dec. 11-16 That Saw a Reduction to 10.00% From 10.25% on Dec. 19. of the Total 22 Respondents, 20 Saw a 25 Basis-Point Cut and Two a 50 Basis-Points Move.

斯科西亚银行的预测与12月11日至16日对22位经济学家的调查中位数估计一致,预计12月19日将从10.25%降至10.00%。在22位受访者中,20人预计削减25个基点,2人预测减少50个基点。

Mexico's 12-Month Headline Inflation Rate Slowed More Than Forecast in November to 4.55% From 4.76% in October, as Latin America's No.2 Economy After Brazil Goes Through a Period of "Notable Weakness".

墨西哥12个月的总体 通胀率 在11月减缓至4.55%,低于10月份的4.76%,因为拉美第二大经济体在经历一段 "显著疲软".

Core Inflation - Which Excludes Volatile Energy and Food Prices - Also Declined, to 3.58% From 3.80%. However, the Headline Measure Remained Above Bank of Mexico's Target of 3% Plus or Minus One Percentage Point.

核心通胀——不包括波动的能源和食品价格——也下降至3.58%,低于3.80%。然而,整体指标仍高于墨西哥银行设定的3%加减1个百分点的目标。

Scotiabank Economists Cited Different Possible Scenarios for the Upcoming Decision by Banxico's Five-Member Governing Board, Including Even a Potential 3-2 Vote in Favor of a Larger 50 Basis-Point Move.

加拿大丰业银行的经济学家提到了即将举行的墨西哥中央银行五人执委会决策的不同可能情景,包括甚至可能以3-2的投票结果支持更大幅度的50个基点的调整。

Last Month's Decision for a 25 Basis-Point Cut Had Been Unanimous, Reaffirming the Bank's Cautious Approach With Warnings Against Any Hasty Move in the Face of Higher Uncertainty Over Future Policies in the United States.

上个月的25个基点削减决策是一致通过的,再次确认了该银行的 谨慎态度 并且在面对未来美国政策更高不确定性时发出对任何急于行动的警告。

But a Few Days Following November's Meeting, in an Interview With Reuters, Banxico's Governor Victoria Rodriguez Hinted at a Possible Vote for a Bigger Reduction, Depending on the Inflation Outlook.

但是在11月会议后几天, 与路透社的采访中,墨西哥中央银行行长维多利亚·罗德里格斯暗示可能会进行更大幅度的降息,具体取决于通胀前景。

The Bank of Mexico's Verdict Will Come One Day After the U.S. Federal Reserve's Last Meeting of 2024. the Fed Is Expected to Cut Rates by 25 Basis Points and Pause in January Amid Concerns About Rising Inflation Risks.

墨西哥银行的裁决将在美国联邦储备委员会2024年最后一次会议的第二天公布。预计美联储将会 降息 25个基点,并在1月份暂停,以应对持续上升的通胀风险。


(Reporting and Polling by Gabriel Burin in Buenos Aires and ANA Isabel Martinez in Mexico City)

(布宜诺斯艾利斯的加布里埃尔·布林报道和民调,墨西哥城的ANA·伊莎贝尔·马丁内斯)

((Gabriel.burin@Thomsonreuters.com ; +54 11 2039-6646))

((Gabriel.burin@Thomsonreuters.com;+54 11 2039-6646))

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