欧洲央行或于12月上调经济增长预测 拉加德称经济韧性超预期

Core Viewpoint - The European Central Bank (ECB) President Christine Lagarde stated that the Eurozone economy has shown resilience against uncertainty and trade tensions, which is "stronger than expected" [1] - Lagarde indicated that the ECB may raise its economic growth forecasts in the upcoming monetary policy meeting in December [1] Group 1: Monetary Policy Position - Lagarde reaffirmed that the current monetary policy is in a "favorable position" or "good position," suggesting that interest rate policies will remain unchanged in the short term [1] - This statement has been widely interpreted by the market as a clear signal that the ECB has no plans to adjust the benchmark interest rate at this time [1] Group 2: Shift in Policy Focus - The ECB's policy focus is subtly shifting from combating inflation to assessing the ongoing resilience of the economy [1] - Analysts suggest that this indicates a potentially more hawkish stance from the ECB than previously anticipated by the market [1] Group 3: Market Expectations - Market attention is now directed towards the December meeting, where the ECB will release its latest macroeconomic forecasts [1] - The extent of the upward revision in economic growth forecasts will directly influence market judgments regarding the timing of the ECB's first interest rate cut [1]