高盛：新西兰联储的声明较预期更为鸽派

Group 1 - The core viewpoint of the article is that the Reserve Bank of New Zealand's monetary policy statement is more dovish than expected, indicating a prolonged period of loose policy settings [1] - The market has already factored in a 40 basis point increase in the official cash rate by 2026, but the central bank suggests that this may not happen for some time [1] - Economists express confidence that inflation will return to the midpoint of the 2% range within the next 12 months, while also warning about the recent unexpected rise in overall inflation [1] Group 2 - High levels of idle capacity in the economy lead Goldman Sachs to predict a strong economic recovery, with moderate inflationary pressures [1] - The statement from the Reserve Bank of New Zealand aligns with Goldman Sachs' view that the first interest rate hike will be delayed until the fourth quarter of 2026 [1]