每日机构分析：6月10日

Group 1 - The UK job market shows signs of distress, with the unemployment rate rising to 4.6%, the highest in nearly four years, but this may not prompt the Bank of England to cut interest rates in the upcoming policy meeting due to persistent inflation above target levels [1] - Average regular wages in the UK increased by 5.2% over the three months to April, which, despite a slowdown, remains above inflation levels, causing concern for the Bank of England regarding potential inflationary effects [2] - The Bank of Japan faces significant obstacles to raising interest rates this year, including the impact of US tariffs on the domestic economy and price levels, as well as government economic stimulus measures [3] Group 2 - The Bank of Japan's Governor, Kazuo Ueda, indicated that Japan is still some distance from achieving the 2% inflation target, which has led to a depreciation of the yen, although he denied the possibility of rate cuts [3] - The Federal Reserve is expected to maintain its current stance and not lower interest rates in the short term, as uncertainties related to tariffs and the labor market persist [2] - Analysts suggest that the worst effects of US tariffs may end by January 2026, with expectations for the Bank of Japan to raise rates in that timeframe while keeping rates unchanged in the fiscal year 2026 [3]