- 英国央行（BoE）莎拉-布里登表示，能源价格走低的路径远非确定。
- 迄今为止，能源价格上涨的间接传导仍然有限。
- 更大且持续更久的能源冲击将提高货币政策作出回应的可能性。
据路透社报道，英国央行（BoE）副行长莎拉-布里登周四表示，能源价格走低的路径“根本不明显”。
布里登指出，迄今为止，能源价格上涨的间接传导仍然有限，这可能反映出英国（UK）经济存在闲置产能。然而，她警告称，能源冲击持续的时间越长、规模越大，货币政策需要作出回应的可能性就越高。
这位英国央行决策者补充称，风险平衡已经发生变化，如果这些风险成为现实，央行作出回应的可能性将越来越大。她还提醒称，政策制定者不能等待太久才看到价格二轮效应的确凿证据。
要点
能源价格走低的路径根本不明显。
迄今为止，能源价格上涨的间接传导有限，这表明经济存在闲置产能。
能源冲击越大、持续越久，政策就越可能需要作出回应。
风险平衡已经发生变化，如果风险显现，英国央行需要作出回应的可能性将越来越大。
不能等待太久才看到二轮效应的确凿证据。
我更关注企业如何看待其定价决策。
DMP 调查、PMI、代理人调查对我来说都很重要。
市场反应
布里登的言论对英镑（GBP）几乎没有立即影响。英镑/美元周四仍承压，下跌 0.12%，截至发稿时交投于 1.3220 附近。
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