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。
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.
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.
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