Group 1 - The Bank of Japan's Governor Ueda Kazuo indicated that if the economy improves as expected, the central bank will continue to raise the benchmark interest rate, which has strengthened the yen [1] - Ueda stated that the central bank has lowered its economic and inflation outlook due to increased uncertainty, particularly related to trade policy risks, but still expects core inflation to gradually approach 2% in the latter half of the forecast period [1][2] - Japan's core CPI accelerated to 3.5% year-on-year in April, marking three consecutive years of meeting or exceeding the central bank's target, with expectations for May data to continue this trend [1] Group 2 - Ueda highlighted that Japan is experiencing a second round of supply shocks due to soaring food prices, which requires close monitoring, particularly the transmission effect of food inflation on core inflation [2] - The government plans to release more rice reserves to stabilize the market and has introduced energy subsidies covering gasoline, natural gas, and electricity to alleviate household financial pressure [2] - The Bank of Japan halved its growth forecast for the current fiscal year and postponed the timeline for achieving its inflation target by one year, which was interpreted as a dovish signal [3]
日本央行仍考虑进一步加息 植田和男释放政策转向信号 日元应声走强
智通财经网·2025-05-27 02:47