全球主要央行货币政策走向分化 美元下行压力渐显

Group 1 - Major global central banks are increasingly diverging from the U.S. monetary policy, with the European Central Bank (ECB) expected to maintain its current stance during the upcoming meeting on December 18, while the Bank of Japan may raise interest rates [1] - A recent survey indicates that over 60% of economists believe the ECB is more likely to raise borrowing costs rather than lower them, a significant shift from just one-third in October [1] - The Bank of Canada has also opted to keep its benchmark interest rate unchanged at 2.25%, with a cautious tone regarding future monetary policy [2] Group 2 - The Bank of Japan is anticipated to maintain its commitment to raising interest rates, with market expectations fully pricing in a potential increase from 0.5% to 0.75% in December [2] - Deutsche Bank's global macro research head noted that market participants are increasingly viewing rate hikes as the next step for many regions, contrasting with the U.S. Federal Reserve's recent dovish stance [3] - The Federal Reserve's decision to lower the federal funds rate by 25 basis points and expand its balance sheet through Treasury purchases indicates a shift towards a more accommodative monetary policy [3]