摩根大通：战争冲击将推高以色列的通胀水平，并延迟央行的降息周期，预计首次降息将从原定的九月推迟至十一月。

Core Viewpoint - The ongoing conflict is expected to increase inflation levels in Israel and delay the central bank's interest rate cut cycle, with the first cut now anticipated to be postponed from September to November [1] Group 1 - The war's impact is projected to push inflation higher in Israel [1] - The central bank's timeline for interest rate cuts has been adjusted, with the first expected cut now moved to November instead of September [1]