智通财经7月28日电，印度6月经济报告显示，2026财年通胀率可能低于印度央行3.7%的预期。 ...

Core Insights - The central viewpoint indicates that Bank Negara Malaysia forecasts a GDP growth rate of 4%-4.8% for the year 2025 [1] - Additionally, the average inflation rate is projected to be between 1.5%-2.3% for the same year [1] Economic Projections - GDP Growth Rate: Expected to be in the range of 4%-4.8% for 2025 [1] - Inflation Rate: Anticipated average of 1.5%-2.3% for 2025 [1]

预计2025年GDP增长1%-2%，此前预计增长1%-2%。 俄罗斯央行：预计2025年年底通胀率为6%-7%，此前预计7%-8%。 ...

俄罗斯央行：鉴于货币政策立场，预计年通胀率将在2025年降至6.0%-7.0%，2026年回落至4.0%，并进 一步保持在目标水平。 ...

Group 1 - The European Central Bank (ECB) has decided to maintain the deposit rate at 2%, marking the first time in over a year that rates have not been changed, aligning with market expectations [1] - The ECB's statement highlights that inflation is currently at the mid-term target level of 2%, but the economic outlook remains highly uncertain due to factors such as trade disputes [1] - There is speculation among investors that the ECB may lower rates by 22 basis points by the end of the year, with a final 25 basis point cut anticipated in September [1] Group 2 - The ECB's meeting coincides with a critical deadline for U.S. tariffs, with reports suggesting optimism about reaching a 15% tariff agreement [2] - ECB Vice President Luis de Guindos has warned of stagnation in economic growth for the second and third quarters due to businesses preparing for potential higher tariffs [2] - The euro has appreciated over 13% against the dollar this year, which could exert upward pressure on consumer prices, prompting concerns from various ECB officials about inflation potentially remaining below target levels [2]

Group 1 - The current inflation rate in the Eurozone has reached 2%, indicating that the European Central Bank (ECB) is in an ideal state [1] - Wages are developing in the right direction, suggesting positive trends in the labor market [1]

欧洲央行行长拉加德表示，目前通胀率为2%，欧洲央行处于良好位置。 ...

金十数据7月24日讯，美国总统特朗普上月将联邦债务成本作为敦促鲍威尔降息的新理由。但一项新的 分析显示，解雇美联储主席并迫使其降低利率无济于事。德意志银行首席美国经济学家Matthew Luzzetti等人写道，撤换鲍威尔不会改变财政部的债务利息成本。特朗普一再呼吁降息3个百分点，并称 这将节省超过1万亿美元。但根据德意志银行团队的计算，这样做虽然短期国债收益率下降，但长期国 债收益率上升，这是由于人们担心美联储更加顺从将意味着通胀率上升。具体来说，如果特朗普解雇鲍 威尔，财政部到2027年只能节省120亿至150亿美元。 德意志银行：解雇鲍威尔不会节省太多债务成本 ...

澳洲联储7月货币政策会议纪要：货币政策的立场仍然是具有适当的限制性。 会议的焦点在于未来进一步宽松的时间点和程度。 委员会认同，CPI前景展望支持随着时间推移而进行一些降息操作。 到8月份时将拿到季度CPI和更多就业数据。 全球前景面临不确定性，美国贸易政策难以预测。 多少委员认为，实施第三次降息将与谨慎、渐进的承诺相冲突。 委员会希望确保通胀率可持续地朝2.5%迈进。 很难确定何时货币政策会不再有限制性。 ...

加拿大央行调查：23%的企业预计未来两年通胀率将高于3%，这一比例与第一季度持平。 ...