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光大证券评央行一季度例会:宽松力度或微调

2019-04-16     牛牛财经   来源:
文章摘要:本文来自“光大证券”,作者为张文朗、黄文静、郭永斌、邓巧锋,本文观点不代表智通财经观点。要点从对经济金融形势的表述看,央行对国内外的担忧都有所减弱。从对货币政策的表述看,再提“总闸门”、“不搞大水漫灌”、“保持战略定力”,一季度政策偏松,更重“稳….

benwenlaizi“光guangdazhengquan”,作zuozheweizhangwenlang、黄huangwenjing、郭guoyongbin、邓dengqiaofeng,本benwenguandianbudaibiaozhitongcaijingguandian

yaodian

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zhengwen

congduijingjixingshihejinrongfengxiandebiaoshukan,央yangxingduiguoneiwaidedanyouduyousuojianruo。相xiangbiquniansijidu,今jinnianshoujiyangxingduiguoneijingjizengchangdebiaoshucong“平pingwenfazhan”改gaiwei“健jiankangfazhan”,稍shaoxianleguan,并bingqiangdiaoliao“金jinrongshichangyuqigaishan”,表biaomingduijingjikuaisuxiahuadedanyouyousuojianruo,股gushifandantongyangyiweizhuo“稳wenjinrong”取qudechengxiao。对duishoujihuobizhengcedebiaoshuqudiao“中zhongxing”只zhiliu“稳wenjian”,或huorenweiguoquyiduanshijianhuobizhengcewenzhongpiansong,以yizuoweinizhouqidiaojiedeshouduan。对duiyuguojijingjijinrongxingshi,央yangxingjiang“面mianlingengjiayanjundetiaozhan”改gaiwei“不buquedingxingrengjiaoduo”,语yutaigengwenhe,中zhongmeimaoyitanpanbuduanqudejinzhan美联储tiqianjieshusuobiao、暂zanhuanjiaxi美股dedaohehu,外waiweifengxianyousuohuanhe

congduiweilaizhengcedebiaoshukan,“防fangfengxian”重zhongyaoxinghuoshangsheng,政zhengcehuojiangyudiaoweidiao。将jiang“加jiadanizhouqidiaojiedelidu”改gaiwei “保baochizhanluedingli,坚jianchinizhouqidiaojie”,同tongshizengjia“适shishiyudiaoweidiao,注zhuzhongzaiwenzengchangdejichushangfangfengxian”。一yijiduzhengcepiansong,信xindaisherongtoufangchaoyuqi,在zai“稳wenzengchanghefangfengxian”之zhijianzhengcegengzhong“稳wenzengchang”,而erweilaiyiduanshijian“防fangfengxian”的dezhongyaoxinghuoshangsheng。同tongyang,对duihuobizhengcedebiaoshu,再zaiti“把bahaohuobigonggeizongzhamen,不bugao‘大dashuimanguan’”,将jiangM2和hesherongzengsu“合helizengchang”改gaiwei“与yumingyiGDP增zengsuxiangpipei”,去qunianxiabannianmingyiGDP同tongbijinyou9.3%,而eryijidusherongtongbicongquniandide9.8%快kuaisufandandao10.7%,二erzhezengsuchahuokuaisulada,宽kuansongzhengcedeliduhuoyoudiaozheng。会huiyitongshiqiangdiaoliaotuijinlilvgaige、金jinrongjiegoudiaozhengyouhua、扩kuodajinrongshuangxiangkaifangdengjiegouxinggaigedeneirong

zhengruwomenzaisanyuefenjinrongshujudianpingzhongsuoyan,货huobizhengcededafangxiangshangweizhuanxiang(会huiyijixuqiangdiao“六liuwen”的degongzuozhongdian),但danweilaihuobikuansongdeliduyuxindaitoufangdejiezoukenengyoubianhua。实shijishang,4月yueyilaiyangxingzantingliaogongkaishichangcaozuo,短duanqililvyelueweishangxing,近jinqijiangzhundekenengxinghuoyixiajiang

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