【广发宏观:央行在国新办发布会上的几个细节】金十数据1月15日讯,广发宏观研报称,1月14日,央行在国新办发布会上回应市场关切热点。我们关注其中几个细节:(1)在回应国债收益率问题时,央行举例2022年底长债利率的上行及2023年硅谷银行事件,继续警示风险;(2)在回应利率政策时,央行强调将“将综合施策拓展利率政策空间”,一是在存款利率自律管理、维护市场秩序层面;二是兼顾内外好平衡;三是加快补充银行资本金,从这一系列表述看,利率政策不能简单理解为单边降息。(3)在回应五篇大文章时,央行指出将“强化正向激励,发挥好结构性货币政策工具和宏观信贷政策的牵引带动作用,加强与财政政策配合,引导金融机构加大信贷资源投入和优化信贷结构”,在优化信贷结构之前强调了“加大信贷资源投入”。
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