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250个基点!这国央行宣布降息!
证券时报·2025-09-12 03:08

Group 1 - The article discusses a wave of interest rate cuts initiated by various central banks, including the Federal Reserve, as they respond to recent economic data indicating easing inflation pressures [1][10] - The Central Bank of Peru announced a 25 basis point cut, lowering the benchmark rate from 4.50% to 4.25%, aligning with market expectations [3][4] - Turkey's Central Bank made a more aggressive move, cutting its benchmark rate by 250 basis points from 43% to 40.5%, exceeding market predictions [7][8] Group 2 - The Central Bank of Peru cited a decrease in inflation pressure as the primary reason for its rate cut, with overall inflation dropping from 1.7% in July to 1.1% in August [4][5] - Despite the positive indicators, the Central Bank of Peru warned of uncertainties in global economic growth due to international trade restrictions [5] - Turkey's Central Bank noted that while GDP growth exceeded expectations, domestic demand remains weak, and inflationary pressures persist from food prices and services [7][8] Group 3 - Following the release of the U.S. CPI report for August, which showed a year-on-year increase of 2.9%, market consensus shifted towards expecting a rate cut from the Federal Reserve [11][12] - Analysts from Citigroup predict that the Federal Reserve may implement a total of 125 basis points in cuts over the next five FOMC meetings, potentially lowering the policy rate below 3% [13][14] - The article highlights that the inflation data suggests limited pass-through effects from tariffs to consumer prices, indicating a more stable inflation outlook [14]