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Bank of England (BoE) Monetary Policy Committee (MPC) appointee Megan Greene said on Tuesday, “it is important not to allow inflation expectations to become de-anchored.”
My current out-of-consensus call is on China's recovery, not the UK.
Expect Chinese recovery to be consumption-led, not investment-led, will exceed 5% growth target.
Chinese recovery to be driven by domestic services, not importing goods.
Judgement more important for boe forecasting, relative to models, during current uncertain environment.
If you engage in stop-start monetary policy, can end up with worse outcome.
Important not to allow inflation expectations to become de-anchored.
風險提示:本文所述僅代表作者個人觀點,不代表 Followme 的官方立場。Followme 不對內容的準確性、完整性或可靠性作出任何保證,對於基於該內容所採取的任何行為,不承擔任何責任,除非另有書面明確說明。

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