以色列央行行长Yaron：目前的经济条件适宜降息。降息的可能性得益于以下因素：供应限制减少、导致通胀放缓，本币谢克尔走强，风险

Core Viewpoint - The current economic conditions in Israel are suitable for interest rate cuts, supported by reduced supply constraints and slowing inflation, alongside a strengthening currency and lower risk premiums [1] Group 1: Economic Conditions - Supply constraints have decreased, leading to a slowdown in inflation [1] - The Israeli currency, the shekel, has strengthened [1] - Risk premiums have lowered, indicating improved economic stability [1] Group 2: Interest Rate Outlook - The possibility of gradual interest rate cuts is anticipated, with two 25 basis point cuts expected by September 2026 [1] - It is unlikely that interest rates will return to zero [1] Group 3: Consumer Demand and Budgeting - Strong consumer demand continues to be observed despite geopolitical and economic uncertainties [1] - There is hope that the national budget for 2026 will focus on reducing expenditures, especially as most fighting in Gaza has concluded [1]