格隆汇3月6日｜高盛预计，在德国计划增加国防开支的背景下，该国经济将回暖并对邻国产生溢出效应，推动欧元区其他国家也增加军费开支。由于经济增长料受到提振，高盛不再预计欧洲央行会在7月会议上降息。鉴于当前增长乏力、通胀下降取得进展以及贸易争端带来下行风险，该行仍预计欧洲央行会在4月和6月各降息25个基点。

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