Odaily星球日报讯 凯投宏观的分析师安德鲁•肯宁汉在一份报告中说，欧洲央行在下次政策会议上可能会更大胆地降息。周四公布的调查显示，本月欧元区私营部门活动继续停滞不前。这表明今年最后一个季度开始时经济严重疲软。肯宁安说，通胀正在降温，欧洲央行可能会得出结论，认为其政策不再需要限制经济活动。这意味着欧洲央行将在 12 月会议上降息 50 个基点，比之前的降息 25 个基点要快。（金十）

凯投宏观：预计欧洲央行将在12月会议上降息50个基点

Odaily Odaily News: Andrew Cunningham, an analyst at Capital Economics, said in a report that the European Central Bank may be bolder in cutting interest rates at its next policy meeting. Surveys released on Thursday showed that private sector activity in the euro area continued to stagnate this month. This indicates that the economy was severely weak at the beginning of the last quarter of the year. Cunningham said that inflation is cooling and the European Central Bank may conclude that its policies no longer need to restrict economic activity. This means that the European Central Bank will cut interest rates by 50 basis points at its December meeting, which is faster than the previous 25 basis point cut. (Jinshi)

Capital Economics: ECB expected to cut interest rates by 50 basis points at December meeting

The Bank of Canada on Wednesday cut its benchmark interest rate by 50 basis points, reducing it from 4.25% to 3.75%, the largest reduction in borrowing costs since the initial outbreak of the pandemic in March 2020. The Bank of Canada said this is a sign that the country is returning to a low-inflation era. To address soaring prices, the Bank of Canada had previously raised rates to their highest level in 20 years, but has now cut rates four times in a row since June. The inflation rate in September fell to 1.6%, below the 2% target. (China Fund News)

Bank of Canada cuts interest rates by 50 basis points, fourth consecutive rate cut

Odaily <SOL> Planet Daily Report: According to ING, recent hawkish repricing of Fed rate expectations has led some FOMC members to express doubts about further rate cuts by the end of the year. ING Group analyst Francesco Pesole said in a report that the dollar may continue to appreciate ahead of the highly competitive U.S. presidential election next month. Pesole said the dollar may "lose some momentum in the middle of the week," but overall, the dollar will rise for most of the time before the election. In addition, the reduced expectations of Fed rate cuts have also boosted the dollar. (Gold Ten)

ING: Fed hawks re-priced, some FOMC members doubt continuous rate cuts before the end of the year

The Financial Times team has recently updated its forecast on the outlook for US Federal Reserve interest rates, predicting that if Harris wins the election, the Federal Reserve may cut rates rapidly next year. The analysis suggests that after a 50-basis-point rate cut in September, the Federal Reserve may cut rates twice more by 25 basis points in 2024. The Federal Reserve will cut a total of 100 basis points in interest rates by the end of this year, lowering the federal funds rate to 4.25-4.5%. This is consistent with the Federal Reserve's economic forecast summary in September. If Harris wins the US presidential election, the Federal Reserve will cut rates 3 more times by 25 basis points in the first half of 2025, lowering the policy rate to 3.5-3.75%. (Jinshi)