RBNZ:等待,等待,等待。新西兰储备银行的预测比我们预期的要温和一些,明显不如市场定价强硬。我们的观点是,新西兰储备银行将把紧缩政策提前到12月,但在此之前不会对OCR的增加给予太多重视。
Review of RBNZ: Waiting, Waiting, Waiting.The RBNZ's forecast profile was a bit more dovish than we anticipated, and noticeably less hawkish than market pricing. Our view was that the RBNZ would bring forward the tightening to December but wouldn't place much if any weight on an OCR increase before then.