高盛:料人行今年余下时间再降准50点 MLF利率累降30点
高盛发表研究报告,指中国人民银行宣布于9月16日全面下调所有金融机构的存款准备金率0.5个百分点(不包括财务公司、金融租赁公司和汽车金融公司);再额外对省级以内的城商银行定向降准1个百分点(分别于10月15日和11月15日分两阶段执行),两项降准合共释放约9000亿元人民币流动性。
该行预期人行将于本月下调利率,包括中期借贷便利(MLF)及公开市场操作利率。该行指下一轮中期借贷便利到期日是9月17日,刚好早于美国联储局议息会议(9月17-18日),认为是人行公布调整利率的自然时机。该行料人行今年余下时间将再降准50点;MLF利率于年底则累降30点。
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