自10月初以来，以色列谢克尔一直在走强，达到3.26美元兑1美元，这是自2022年8月以来的最高水平，此前以色列和哈马斯签署了旨在结束加沙两年冲突的协议的第一阶段。10月9日，以色列与哈马斯达成了释放人质协议，并将允许增加向加沙提供的人道主义援助。由美国、埃及、卡塔尔和土耳其斡旋的正在进行的谈判是基于美国总统唐纳德·特朗普公布的框架。预计在沙姆沙伊赫的会谈将继续，重点是加沙的重建和未来的治理。谢克尔走强也给了以色列央行更多放松货币政策的空间。上个月，央行连续第14次会议将基准利率维持在4.5%不变，理由是地缘政治的不确定性持续存在。与此同时，通货膨胀率降至2.9%，自2024年6月以来首次回到政府1%-3%的目标区间。
The Israeli shekel has been strengthening since the start of October, reaching 3.26 per USD, its highest level since August 2022, after Israel and Hamas signed the first phase of a deal aimed at ending the two-year conflict in Gaza. On October 9th, Israel reached a hostage-release agreement with Hamas and will allow an increase in humanitarian aid deliveries to Gaza. The ongoing negotiations, brokered by the US, Egypt, Qatar, and Turkey, are based on a framework unveiled by US President Donald Trump. Talks in Sharm El-Sheikh are expected to continue, focusing on Gaza’s reconstruction and future governance. The stronger shekel also gives the Bank of Israel more room to ease monetary policy. Last month, the central bank kept its benchmark interest rate unchanged at 4.5% for the 14th consecutive meeting, citing persistent geopolitical uncertainty. Meanwhile, inflation eased to 2.9%, returning to the government’s 1%–3% target range for the first time since June 2024.
