Banco BBVA Argentina (BBAR) Q2 2025 Earnings Call August 21, 2025 11:00 AM ET Company ParticipantsBelén Fourcade - Investor Relations ManagerBrian Flores - VP - Equity ResearchCarmen Arroyo - CFOPedro Leduc - Brazil Financials - Equity ResearchDiego Cesarini - Head - IRConference Call ParticipantsNone - AnalystMartín Ignacio Argento - Senior Equity AnalystOperatorGood morning, everyone, and welcome to BBVA's Argentina Second Quarter twenty twenty five Results Conference Call. Today with us are Mr. Diego Ces ...

欧元区核心通胀 - 欧元区4月份核心通胀率从2 4%上升至2 7% [1] - 服务业通胀率从3 5%上升至3 9% [1] - 核心通胀上升主要受复活节时间影响 属于暂时性因素 [1] 反通胀趋势 - 油价下跌和欧元走强将拉低能源通胀 [1] - 生产投入和进口成本因上述因素降低 [1] - 需求受打击将压低核心通胀 加速工资增长放缓 [1] 欧洲央行政策预期 - 反通胀趋势可能促使欧洲央行在6月会议上降息 [1] - 降息后预计维持利率不变 [1]