JP MORGAN: IN TERMS OF TIMING, THERE WILL BE AN INCLINATION
文 / 小金
2026-03-20 13:10:03
来源:亚金网
JP MORGAN: IN TERMS OF TIMING, THERE WILL BE AN INCLINATION TO WAIT FOR NEW FORECASTS AT THE JUNE MEETING, BUT A CONFIRMATION OF THE MARCH BASELINE AT THE TIME OF THE APRIL MEETING SHOULD SUFFICE TO TRIGGER A HIKEJP MORGAN: WE ASSUME THE SAME FOR THE SECOND HIKE: NEW FORECASTS IN JUNE, FOLLOWED BY CONFIRMATION OF THAT NEW BASELINE AND A HIKE IN JULYJP MORGAN: WE ALSO SEE A CASE FOR THE ECB TO REVERSE THE TIGHTENING ONCE THE RISK OF SECOND ROUND EFFECTS PASSES. FOR NOW, WE ARE ONLY PENCILING IN ONE CUT FOR 2H27
