每日新闻更新 - 欧洲央行/伦敦金融城 The Daily Update - ECB / City of London

欧洲央行理事会成员Yves Mersch在德国央行的一次公开活动中说,欧洲央行需要坚持目前的债券购买政策以及负利率。他对观众说,欧洲央行的负利息政策以及2.3万亿欧元的债券购买计划,已经帮助“重振经济”,但“重振后的经济状态还不能自我维系下去,这也是为什么必须坚持当下政策的原因”。然而,Mersche认为欧洲央行可在通胀率达到目标值2%之前修改政策。他说,“一些国家认为必须达到2%,但我们认为我们达到同中期相兼容的水平即可,不一定必须等到价格达到2%的通胀率后再调整货币政策。”到目前为止德国仍是欧洲最强的经济体,德国认为那些财政不够稳定的国家可能会对欧洲央行施压,促使不必要地延长财政刺激政策。

德国最强劲的行业之一汽车制造业不断强大,而汽车制造商与贸易商协会(SMMT)报道称2017年上半年英国汽车行业的投资已经崩溃,到今年六月底的投资总额只有3.22亿英镑,去年这个数字是16.6亿英镑,这比2015年的25亿英镑降低了30%。如果同样的投资水平保持到2017年底,将只有2年前投资额的四分之一,无论从什么标准来看都是非常惊人的下滑,超出了任何人的想象。同样令人担忧的是,3.22亿英镑的开支,大约有75%投资到一个工厂中。正如Mike Hawes所言,“如果不知道外部价格很难进行投资”,退欧之后汽车行业需要更多的确定性。

另外,确定性也是伦敦城代表团将要寻求的,随着今天上午代表团前往布鲁塞尔,开展关于金融服务领域自由贸易协定蓝图的谈判。尽管代表团没有官方政府职责,根据白厅消息,它的确获得了政府的支持。领导这个代表团的是国际管理策略组的Mark Hoban,这份蓝图将以“互相准入”为原则,允许欧盟的现有成员国和英国在对方的市场中无障碍运营,同时继续履行监管审查,联合解决争端。

Please read this important information before proceeding. It contains legal and regulatory notices relevant to the information on this site.

This website provides information about Stratton Street Capital LLP ("Stratton Street"). Stratton Street is authorised and regulated by the UK's Financial Conduct Authority. The content of this website has been prepared by Stratton Street from its records and is believed to be accurate but we do not accept any liability or responsibility in respect of the information of any views expressed herein. The information, material and content provided in the pages of this website may be changed at any time by us. Information on this website may be out of date and may not be updated or removed.

The website is provided for the main purpose of providing generic information on Stratton Street and on our investment philosophy for the use of financial professionals in the United Kingdom that qualify as Professional Clients or Eligible Counterparties under the rules of the United Kingdom Financial Conduct Authority (the "FCA"). The information in this website is not intended for the use of and should not be relied on by any person who would qualify as a Retail Client. Products and services referred to on this website are offered only at times when, and in jurisdictions where, they may be lawfully offered. The information on this website is not directed to any person in the United States. The provision of the information on this website does not constitute an offer to purchase securities to any person in the United States (other than a professional fiduciary acting for the account of a non-U.S person) or to any U.S. person as such term is defined under the Securities Act of 1933, as amended.

The website is not intended to offer investors the opportunity to invest in any Alternative Investment Fund ("AIF") product. The AIFs managed by Stratton Street are not being marketed in the European Economic Area ("EEA") and any eligible potential investor from the EEA who wishes to obtain information on the AIFs will only be provided with materials upon receipt by Stratton Street of an appropriate reverse solicitation request in accordance with the requirements of the EU Alternative Investment Fund Managers Directive ("AIFMD") and national law in their home jurisdiction. By proceeding you confirm that you are not accessing this website in the context of a potential investment by an EEA investor in the AIFs managed by Stratton Street and that you have read, understood and agree to these terms.

No information contained in this website should be deemed to constitute the provision of financial, investment or other professional advice in any way. The website should not be relied upon as including sufficient information to support any investment decision. If you are in doubt as to the appropriate course of action we recommend that you consult your own independent financial adviser, stockbroker, solicitor, accountant or other professional adviser. Past performance is not necessarily a guide to the future. The value of investments and the income from them may go down as well as up. An application for any investment or service referred to on this site may only be made on the basis of the offer document, key features, prospectus or other applicable terms relating to the specific investment or service.

Where we provide hypertext links to other locations on the Internet, we do so for information purposes only. We are not responsible for the content of any other websites or pages linked to or linking to this website. We have not verified the content of any such websites. Such websites may contain products and services that are not authorised in your jurisdiction. Following links to any other websites or pages shall be at your own risk and we shall not be responsible or liable for any damages or in other way in connection with linking.

By using this site, you should be aware that we may disclose any information that we hold about you to any regulatory authority to which we are subject, or to any person legally empowered to require such information.

This website uses cookies to improve user experience, by clicking the "I Accept" button below means you consent to the use of cookies on our website.