欧洲央行行长拉加德：我们并未宣告任务完成，但目标已达到。 ...

金十数据7月1日讯，欧洲央行管委穆勒周二表示，欧洲央行可以暂缓进一步调整利率，且在本轮周期内 没有必要大幅放宽货币政策。自去年6月以来，欧洲央行已累计下调基准存款利率2个百分点，但已暗示 7月将按兵不动。金融市场预计央行将维持更长时间的观望，仅可能在年底前再次降息。穆勒表示："政 策保持稳定是合理之举。"他称7月维持利率不变合乎情理，并指出："虽然现在讨论秋季政策为时过 早，但可以合理假设当前周期内不应进一步大幅降息——除非欧元区经济表现远逊预期。" 欧洲央行管委穆勒：7月份无需调整利率 ...

Core Viewpoint - The European Central Bank (ECB) is facing a delicate balance regarding its decision on future interest rate cuts as inflation continues to cool down [1] Inflation Trends - Overall inflation rate in June increased slightly to 2.0% from 1.9% in May, while core inflation remained stable at 2.3% [1] - Service sector inflation saw only a minor increase, providing some comfort to policymakers [1] Future Projections - The economist predicts that inflation will likely remain below 2% for most of the next two years, driven by expectations of falling oil prices [1] - The analysis suggests that the battle against inflation has largely been won, but this creates a challenging decision for the ECB regarding the end of the current easing cycle [1]

金十数据7月1日讯，德国商业银行经济学家文森特·斯塔默指出，尽管6月欧元区通胀率达到了欧洲央行 2%的目标，但在未来数月可能再度下滑。此前通胀回升主要受油价推动——以伊冲突升级曾导致油价 短期暴涨逾10%。斯塔默表示，随着月末油价回落，通胀率或将同步下行。但他同时指出，考虑到美国 关税政策的不确定性，欧洲央行本月晚些时候料将暂停行动。斯塔默补充道，由于关税措施将抑制欧洲 出口并对商品价格构成下行压力，欧洲央行很可能在秋季实施降息。 德商银行：欧元区通胀或随油价回落而走低 ...

智通财经APP获悉，欧元区6月通胀率最终定格在欧洲央行设定的2%目标水平，这为持续一年的降息周 期按下暂停键提供了有力依据。 德国央行行长Joachim Nagel周二表示，欧洲央行在物价方面已驶入"平静水域"，但同时警告不可掉以轻 心。欧元区消费者月度调查佐证了这一判断，显示对未来12个月及三年期的通胀预期均呈下降趋势。 欧盟统计局周二公布数据显示，消费者价格指数同比上涨2%，较5月的1.9%略有回升，与预期中值完全 吻合。核心通胀率如预期维持在2.3%，而备受关注的服务业通胀指标则微升至3.3%。 欧元走强与能源成本下降正有效抑制物价上行压力，而欧元区20国经济整体疲软的态势同样构成制约因 素。6月数据显示，德国通胀意外放缓，法国与西班牙略有回升，意大利则保持稳定。 这一数据印证了欧洲央行首席经济学家Philip Lane及其同僚的判断——尽管特朗普关税政策和中东战事 使前景充满变数，但通胀管控进程已接近收官。 Bloomberg Economics的Simona Delle Chiaie表示："虽然整体通胀降温趋势依然稳固，但服务业通胀势头 的近期回升值得警惕。展望未来，随着薪资压力缓解和经济活动走弱， ...

德国总理默茨（就欧洲核保护盾问题）我们愿意就此展开讨论，但仍有许多问题待解决。 ...

欧洲央行管委卡扎克斯：任何进一步的降息幅度都将很有限。 ...

智通财经7月1日电，欧洲央行KAZAKS表示，任何进一步的降息都是小幅度的。 ...

Group 1: European Banking Sector Performance - The European banking sector delivered impressive results in the first half of the year, with the Stoxx 600 Bank Index achieving a 29% increase, marking the best half-year performance since 1997, reflecting strong investor confidence in the financial sector [1] - Increased trading activity and improved profitability were identified as the core drivers of this strong performance amid macroeconomic volatility and trade risks [1] Group 2: Leading Banks in Europe - Société Générale led the European banking sector with a 79% increase in stock price, approaching its 2017 high, due to reforms under CEO Slawomir Krupa, including divesting non-core businesses and enhancing shareholder returns [2] - Deutsche Bank saw a 51% increase in stock price, nearing 2015 levels, with a focus on increasing dividends and benefiting from large-scale fiscal stimulus in Germany, despite some short-term pressure from capital ratio data [11] Group 3: Spanish and Italian Banking Highlights - Spanish banks continued to perform strongly, with Banco Santander's stock rising 57%, making it the largest bank in Europe by market capitalization, supported by strong profitability and stable fee income [8] - The Italian banking sector is experiencing a wave of mergers and acquisitions, with UniCredit's stock rising 48% as it pursues acquisitions, including Banco BPM, while Mediobanca and Banca Generali also saw significant stock price increases [14] Group 4: Analyst Insights - Despite ongoing concerns about trade risks and economic outlook, analysts believe that the substantial improvement in profitability and relatively undervalued valuations in the European banking sector provide a solid foundation for continued strength in the sector [17]

欧洲央行管委卡扎克斯：欧元进一步大幅上涨可能会增加再次降息的理由。 ...