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分析:中国央行表态削弱降准预期降息亦无望 对冲性操作彰显维稳意图

分析:中国央行表态削弱降准预期降息亦无望 对冲性操作彰显维稳意图
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分析:中国央行续做MLF仅小幅缩量释暖意 地方债放量料亦将对冲维稳

中国央行周一缩量平价续做8月到期中期借贷便利(MLF),操作利率亦连续16个月持平。分析人士认为,缩量续做符合预期,不过实际操作规模要高于市场普遍预期,这表明一方面考虑到7月实施了降准,且同业存单利率大幅低于MLF利率,MLF增量的理由不足;另一方面又由于地方债开始放量,适度加大MLF对冲在情理之中,说明央行政策态度仍饱含呵护之意。 ....

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