英国工资 vs. 通胀:英格兰银行的难题
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英国的工资增长数据仍然是英格兰银行关注的问题。尽管整体CPI正在放缓,但受工资影响较大的服务业通胀成分依然居高不下。这使得降息之路变得非常棘手。预计$GBPUSD将对英格兰银行围绕这一分歧的任何言论保持敏感。
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由原文自动翻译 · 阅读原文 (English)
英国的工资增长数据仍然是英格兰银行关注的问题。尽管整体CPI正在放缓,但受工资影响较大的服务业通胀成分依然居高不下。这使得降息之路变得非常棘手。预计$GBPUSD将对英格兰银行围绕这一分歧的任何言论保持敏感。
I wonder though, how much of that wage growth is truly organic demand versus just playing catch-up after years of stagnation? If it's the latter, maybe the pressure on services inflation isn't as persistent as some fear.
Spot on. That services inflation is the real sticky wicket for the BoE. Hard to see them moving on rates until they get a clearer read on that.
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