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La BoE non si ferma

La Banca d'Inghilterra ha alzato il tasso d'interesse di un quarto di punto percentuale, portandolo al 4,5%, dando vita così al dodicesimo rialzo consecutivo dei tassi d’interesse.

Il governatore Bailey ha dichiarato che l’istituto centrale britannico tenterà di contenere l’inflazione, dato che si aspettano che la dinamica dei prezzi al rialzo non diminuirà così facilmente in quanto i salari continuano a crescere. Il problema dell’inflazione elevata in Gran Bretagna deriva in gran parte delle importazioni di gas naturale, che ha reso esposta l’Isola all’impennata dei prezzi dell’energia dopo l’invasione dell’Ucraina da parte della Russia lo scorso anno.

Secondo il consigliere della BCE de Cos Francoforte si sta avvicinando alla fase finale del ciclo di rialzo dei tassi di interesse. Le aspettative d’inflazione nell’ultimo sondaggio dell’Eurotower restano però generalmente negative: rispetto a febbraio le aspettative sulla crescita dei prezzi da parte dei consumatori sono aumentate in modo significativo mentre le attese di crescita sui salari nei prossimi dodici mesi sono rimaste abbastanza stabili e sono aumentate ulteriormente le previsioni per un rincaro della spesa nominale. Inoltre, le aspettative di crescita economica nei prossimi dodici mesi sono leggermente più negative e a tutto ciò si aggiunge un aumento delle attese sul tasso di disoccupazione.

Passando Oltreoceano, l’indice dei prezzi della produzione ha registrato una crescita lievemente inferiore alle attese: 0.2% vs 0.3% su base mensile, 2.3% vs 2.4% su base annuale. Non conforta nemmeno il dato delle richieste iniziali di sussidi di disoccupazione che ha toccato un valore di 264 mila, il più alto registrato dall’ottobre 2021. Nonostante questi venti di crisi, il Presidente della Fed di Minneapolis Kashkari ha affermato che il mercato del lavoro rimane forte e che la crescita dell’inflazione sia ancora sopra il target della FED.

Calendario Economico

08:00 – PIL UK

16:00 – Sentiment Università del Michigan

EURUSD: 1.0900

EURGBP: 08700

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