Core Insights - The risk of falling below expectations is considered very limited by the European Central Bank's Vice President de Guindos [1] - The market perceives that the European Central Bank is very close to its inflation target [1] - The euro exchange rate is not expected to pose a significant obstacle [1]

Core Viewpoint - The European Central Bank (ECB) Vice President, Luis de Guindos, stated that the current euro to dollar exchange rate of 1.15 does not pose a significant obstacle to achieving the inflation target [1] Group 1: Inflation and Economic Growth - The current appreciation of the euro is not rapid and the volatility is not extreme, indicating a stable economic environment [1] - The risks associated with inflation are balanced, with limited risks of falling below the target, as the inflation rate is very close to the target [1] - The ECB believes that tariffs will simultaneously reduce both economic growth and inflation levels in the medium term [1] Group 2: Market Perception and Policy - The market fully understands the communication following policy decisions, reflecting confidence in the ECB's approach [1] - The ECB is confident that the Federal Reserve will maintain currency swap lines, indicating a collaborative monetary policy stance [1] - The discussion regarding the repatriation of gold reserves from New York has not been addressed, suggesting a focus on current monetary policy rather than asset management [1]

Group 1 - The European Central Bank (ECB) Executive Board member Schnabel advocates for an open-minded approach towards EU joint bonds [1] - The ECB can tolerate a slight deviation from the 2% inflation target [1]

Core Viewpoint - The European Central Bank (ECB) Governing Council member Simkus indicated that the medium-term inflation rate may fall below the target level [1] Group 1 - Simkus expressed concerns regarding the inflation outlook, suggesting that it might not meet the ECB's target in the medium term [1] - The statement reflects ongoing challenges in achieving stable inflation rates within the Eurozone [1] - This perspective may influence future monetary policy decisions by the ECB [1]

智通财经APP获悉，日本央行行长植田和男表示，央行距离实现通胀目标仍有一段距离，此番言论加速 了日元走弱。虽然植田和男也淡化了通过降息来提振经济的可能性，但提到可能需要为经济提供支持， 可能会让人认为日本央行下次加息将更加遥远。 植田和男发表了许多惯常言论，表明日本央行的下一步行动将是加息，尽管交易员认为他的言论意味着 下次加息可能会来得更晚而不是更早。 瑞穗证券首席策略师Shoki Omori表示："植田和男一直在淡化对需求拉动型通胀的评论，并强调潜在通 胀率低于2%，距离日本央行的目标还有一段距离。我认为，随着他的鸽派言论，市场正在降低对今年 加息可能性的预期。" 澳大利亚国民银行高级外汇策略师Rodrigo Catril表示，日元走弱"是因为植田和男反复强调日本的趋势 通胀率仍低于2%，因此实际利率将保持负值"。 植田和男在国会露面时，日元兑美元汇率约为144.69日元，随后因美元整体走强而跌至145.29日元，之 后收复了部分失地。 在日本央行强调经济前景"极其"不确定之后，市场普遍预计日本央行将在下周的政策会议上维持政策利 率不变。一些市场参与者对汇率走势有不同的看法。 植田和男在回答国会提问时表示 ...

金十数据6月10日讯，据外媒报道，日本央行行长植田和男表示，日本距离实现2%的通胀目标"还有一 段距离"，此番言论推动日元走软。尽管他否认了降息的可能性，并强调当前利率偏低、未来需适时上 调以保留刺激空间，但其提到可能需要为经济提供支持，被市场解读为加息时间可能延后，从而削弱了 日元。不过，巴克莱证券日本外汇和利率策略主管Shinichiro Kadota表示，日元贬值还受到美元整体走 强的影响。 植田和男放鸽，日元应声走软 ...

欧洲央行管委Vujcic：通胀率在2%目标上下出现小幅偏离并不构成问题。即便通胀略微低于2%，欧洲 央行也不应"过度反应"。 ...

金十数据6月5日讯，Peel Hunt高级经济学家Kallum Pickering表示，欧洲央行政策制定者得出结论，美 国对全球贸易的冲击将对欧元区产生反通胀的净影响，这揭示了关于欧洲央行反应机制的一个重要细 节，即如果经济增长的下行风险开始显现，欧洲央行可能会更积极地放宽货币政策。几乎没有出现任何 通胀上行风险的迹象，表明政策制定者对实现2%的通胀目标并保持其可持续性充满信心，这意味着欧 洲央行至少可以将利率下调至中性水平甚至更低，但问题在于中性水平在哪里。 经济学家：欧洲央行可将利率下调至中性水平或更低 ...

Group 1 - The European Central Bank's inflation target will remain stable at 2% [1] - Labor costs are gradually slowing down [1] - Economic growth risks are skewed to the downside [1] Group 2 - Trade tensions may reduce economic growth [1] - Most long-term inflation expectations are around 2% [1] - The inflation outlook is more uncertain than in the past [1]

欧洲央行行长拉加德：大多数核心通胀数据表明通胀将会稳定在目标水平。 ...