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日本央行9月前料按兵不动以应对关税不确定性 但年底前仍有望加息25个基点
智通财经网·2025-05-15 07:00

Group 1 - The majority of economists expect the Bank of Japan to maintain interest rates unchanged until September to assess the impact of U.S. tariffs [1] - More than half of the respondents anticipate at least a 25 basis point rate hike by the end of the year [1] - The survey conducted from May 7 to 13 included 62 economists, with 95% expecting no change in the June policy meeting [1] Group 2 - 67% of economists predict the Bank of Japan will keep the benchmark rate at 0.5% until September, an increase from about 36% in the previous month [1] - The median forecast for the benchmark rate by the end of September is 0.50%, down from 0.75% in the last survey [1] - 96% of respondents believe there is no need for the Bank of Japan to cut rates, consistent with the previous month's survey [2] Group 3 - The Deputy Governor of the Bank of Japan stated that despite uncertainties from U.S. tariff policies, wages and prices are expected to continue rising [2] - 55% of respondents support Japan's government in tariff negotiations with the U.S., while 34% are neutral [2] - Japan and the U.S. have already held two rounds of tariff negotiations, with hopes for another meeting in mid-May [2]