欧央行鹰派管委Kazimir放话：9月降息需“经济巨变”

Group 1 - The European Central Bank (ECB) is not in a hurry to lower borrowing costs again unless there is a significant economic turnaround, as stated by Peter Kazimir, a member of the ECB's governing council [1] - The ECB maintained interest rates last week as expected, providing a slightly optimistic assessment of the Eurozone economy, which led investors to reduce bets on further easing [1] - Kazimir indicated that he does not foresee any major situations that would compel immediate action in September, unless there are signs of a significant labor market collapse [1] Group 2 - A recent trade agreement between the EU and the US is seen as a positive signal, reducing uncertainty for businesses, but its impact on inflation remains unclear [1] - Kazimir expressed that current inflation rates are unlikely to fall below the ECB's 2% target as they did in the decade before the pandemic [1] - Predictions suggest that inflation will drop below 2% next year and will not recover until 2027, raising concerns among some central bank governors about the potential for persistently weak price growth [2] - Kazimir does not see a lasting threat of inflation remaining below the target, suggesting that any such situation in the coming year should be temporary [2]