每日更新 - 英国退欧/通货膨胀/日产 The Daily Update - Brexit / Inflation / Nissan

英国央行行长马克·卡尼(Mark Carney)于周五在诺丁汉的一次重要演讲中表示,英国央行将容忍其通货膨胀目标出现超调,指出支持经济增长,以及帮助缓解预期失业率上升仍然是首要任务。随着英镑贬值推高进口成本,通胀预期仍然保持高水平,5年期英镑通货膨胀掉期利率处于3.45%,高于8月初的2.90%的低点(虽然其已经从10天前的3.615有所降低)。

卡尼也不排除更多刺激措施的可能,说失业的前景意味着银行迄今采取的措施是有道理的。 “我们在夏天的判断是,在未来几年失业人数将增加400,000-500,000人。”他补充说,“所以我们愿意容忍通货膨胀在未来几年出现稍微超调,从而避免以上情况,缓和冲击。”

关于英镑,卡尼说,虽然瞄准汇率不是英国央行的工作,但这并不意味着他对英镑水平漠不关心,然而他说,“最终到底通货膨胀到什么程度,以及两三年的时间后的情况,对货币政策的实施至关重要。任副行长的德班特(Ben Broadbent)表示,英国退欧后的英镑贬值对经济发展起到了“减震器”的作用,他说,“拥有浮动货币是一件非常重要的事情,尤其是在经济面临对贸易伙伴产生不同冲击的环境中。

今天早上,英国《金融时报》有一份报告,报道英国可以继续支付欧盟预算,以维持伦敦金融城和英国其他同等重要部门的单一市场准入。首相特雷莎·梅(Theresa May)向日本汽车制造商日产保证,在英国退欧后,交易条件将保持不变,这表明英国政府将选择性保护重要经济部门。此前日产英国高级经理警告说,“当我们需要下一轮投资时,如果我们无法参与竞争,而英国政府不帮助我们,那么我会非常,非常担心工厂的未来。我们是一家全球性公司; 我们必须作出一个具有经济意义的决定。”日产每年在桑德兰工厂生产超过50万辆汽车,其中76%用于出口欧盟,而英国汽车工业和配套基础设施雇用超过80万人,产量占英国制造业的近10%。

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