<p>EU 인플레이션이 예상보다 많이 냉각된 후 ECB 금리 인하 기대가 치솟음</p><p> </p><p><a href="https://oilprice.com/Latest-Energy-News/World-News/ECB-Rate-Cut-Expectations-Soar-After-EU-Inflation-Cools-More-Than-Expected.html" target="_blank" class="ke-link">https://oilprice.com/Latest-Energy-News/World-News/ECB-Rate-Cut-Expectations-Soar-After-EU-Inflation-Cools-More-Than-Expected.html</a></p><div class="figure-open" contenteditable="false" data-ke-type="opengraph" data-ke-align="alignCenter" data-og-type="website" data-og-title="ECB Rate-Cut Expectations Soar After EU Inflation Cools More Than Expected | OilPrice.com" data-og-description="Falling inflation in the Eurozone has raised expectations for ECB rate-cuts next year, bringing forward expectations for the first cut from May to April." data-og-host="oilprice.com" data-og-source-url="https://oilprice.com/Latest-Energy-News/World-News/ECB-Rate-Cut-Expectations-Soar-After-EU-Inflation-Cools-More-Than-Expected.html" data-og-url="https://oilprice.com/Latest-Energy-News/World-News/ECB-Rate-Cut-Expectations-Soar-After-EU-Inflation-Cools-More-Than-Expected.html" data-og-image="https://scrap.kakaocdn.net/dn/c8zYnU/hyUFcdInrm/O2JPNmZkGLC2xkizOKOPak/img.jpg?width=700&height=292&face=0_0_700_292,https://scrap.kakaocdn.net/dn/bjSO6g/hyUE4fEHgy/qZqXAvZjukuKNeDD6J98K1/img.jpg?width=700&height=292&face=0_0_700_292"><a href="https://oilprice.com/Latest-Energy-News/World-News/ECB-Rate-Cut-Expectations-Soar-After-EU-Inflation-Cools-More-Than-Expected.html" target="_blank" data-source-url="https://oilprice.com/Latest-Energy-News/World-News/ECB-Rate-Cut-Expectations-Soar-After-EU-Inflation-Cools-More-Than-Expected.html"><div class="og-image"><img src="https://scrap.kakaocdn.net/dn/c8zYnU/hyUFcdInrm/O2JPNmZkGLC2xkizOKOPak/img.jpg?width=700&height=292&face=0_0_700_292,https://scrap.kakaocdn.net/dn/bjSO6g/hyUE4fEHgy/qZqXAvZjukuKNeDD6J98K1/img.jpg?width=700&height=292&face=0_0_700_292" alt="" xxonerror="this.src="//img1.kakaocdn.net/thumb/C200x200/?fname=https%3A%2F%2Ft1.daumcdn.net%2Fcafe_image%2Fcafe_meta_image_190529.png""></div><div class="og-text"><p class="og-title">ECB Rate-Cut Expectations Soar After EU Inflation Cools More Than Expected | OilPrice.com</p><p class="og-desc">Falling inflation in the Eurozone has raised expectations for ECB rate-cuts next year, bringing forward expectations for the first cut from May to April.</p><p class="og-host">oilprice.com</p></div></a></div><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1YXpP/60c69583bffa3b27688986a0ee258dc7bb8c112a" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1YXpP/60c69583bffa3b27688986a0ee258dc7bb8c112a" data-origin-width="700" data-origin-height="292"></div><p>어제 독일과 스페인의 예상보다 낮은 CPI에 이어, 오늘 아침 유로존 총 인플레이션은 예상보다 더 냉각되었으며, 헤드라인 CPI는 10월 +2.9%에서 11월 +2.4%로 하락했습니다. 연료와 식품 등 변동성이 높은 구성요소를 제외한 핵심 CPI도 4개월 동안 3.6%로 조정되었습니다.</p><p> </p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1YXpP/9ea8a54d970c9df12a9f120b351821f4b62e9a4d" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1YXpP/9ea8a54d970c9df12a9f120b351821f4b62e9a4d" data-origin-width="500" data-origin-height="270"></div><p>출처: 블룸버그</p><p> </p><p style="text-align: start;">인플레이션 하락은 에너지 디플레이션에 의해 지배되었습니다.</p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1YXpP/5311713d0dc6ff37fa2f50ebda55e2c5e9e3fc07" class="txc-image" width="500" height="289" data-img-src="https://t1.daumcdn.net/cafeattach/1YXpP/5311713d0dc6ff37fa2f50ebda55e2c5e9e3fc07" data-origin-width="500" data-origin-height="289"></div><p style="text-align: start;">인플레이션은 유럽 전역에서 둔화되고 있습니다.</p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1YXpP/33b711c2e330053854e90493e47578dbae6f666f" class="txc-image" width="500" height="388" data-img-src="https://t1.daumcdn.net/cafeattach/1YXpP/33b711c2e330053854e90493e47578dbae6f666f" data-origin-width="500" data-origin-height="388"></div><p style="text-align: start;">그러나 <b> 통계적 효과와 치솟는 에너지 가격을 상쇄하기 위해 정부가 작년에 실시한 조치의 축소로 인해 인플레이션은 목표에 도달하기 전에 더 높아질 가능성이 높습니다.</b></p><p style="text-align: start;">크리스틴 라가르드 대통령은 앞으로 몇 달간 가격 상승이 "약간" 빨라질 수 있다고 경고했고, 블룸버그 이코노믹스의 12월 Nowcast 수치는 3.2%로 예상됩니다.</p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1YXpP/2a109c80590bfc4ab37160cb0e2b064977ddb59a" class="txc-image" width="500" height="255" data-img-src="https://t1.daumcdn.net/cafeattach/1YXpP/2a109c80590bfc4ab37160cb0e2b064977ddb59a" data-origin-width="500" data-origin-height="255"></div><p style="text-align: start;">그리고 이는 내년 ECB 금리 인하에 대한 기대감을 높여  <b>5월부터 4월까지 첫 번째 금리 인하에 대한 기대감을 앞당겼습니다.</b></p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1YXpP/ffbd78dac1ce851c39322488d231a5f8e524fac7" class="txc-image" width="500" height="298" data-img-src="https://t1.daumcdn.net/cafeattach/1YXpP/ffbd78dac1ce851c39322488d231a5f8e524fac7" data-origin-width="500" data-origin-height="298"></div><p style="text-align: start;">출처: 블룸버그</p><p style="text-align: start;">또한  <b>시장은 2024년에 지난주 3분기에서 4분기 포인트 인하에 베팅하고</b>  있으며 5분의 1 확률로 70%를 할당하고 있으며, 이로 인해 예금 금리는 현재 기록적인 4%에서 2.75%로 되돌아갑니다.</p><p> </p><div class="figure-img" data-ke-type="image" data-ke-style="alignCenter" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1YXpP/15191a06b7cf5ab5c0b360827b7a95a88f0960f8" class="txc-image" width="500" height="300" data-img-src="https://t1.daumcdn.net/cafeattach/1YXpP/15191a06b7cf5ab5c0b360827b7a95a88f0960f8" data-origin-width="500" data-origin-height="300"></div><p style="text-align: start;"><b>그러나 ECB 관계자들은 인플레이션이 2% 수준으로 돌아가도록 통화 정책을 긴축적으로 유지해야 한다고 단호하게 말했습니다.</b></p><p style="text-align: start;"><b>작성자: Zerohedge.com</b></p><p> </p>
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