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I confirm my intention to proceed and enter this website上周四,日本央行最新决定将利率维持在0.25%,行长未提供明确指引说明何时会提高借贷成本,推动日元贬值,同时因对近期加息的怀疑情绪增加,国债收益率受到影响。
九人理事会一致决定维持短期政策利率在0.25%,反映出在美国当选总统特朗普经济计划的不确定性下,日本央行的保守立场。
(日本央行政策利率,来源:LSEG)
尽管如此,鹰派理事田村直树投票反对,并提出未通过的动议,建议将利率提高至0.5%,理由是通胀风险加剧。日本央行行长上田和夫重申,只要经济和价格发展符合预测,央行将“逐步”提高利率。
周五,政府数据显示,全国核心消费者物价指数(包括石油产品但不包括生鲜食品)11月同比上涨2.7%,高于市场普遍预期的2.6%。这一增速高于10月的2.3%,部分原因是大米价格居高不下以及政府削减补贴以抑制公用事业账单的影响。
(日本通胀图表,来源:LSEG)
这些数据在日本央行维持0.25%利率决定后不久发布,强调了通胀压力日益增大,可能促使央行考虑进一步加息。然而,由于需评估明年工资谈判结果,日本央行可能会推迟到明年3月再采取行动。
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