高盛：日本央行将继续按兵不动 下次加息在明年1月

Group 1 - Goldman Sachs expects the Bank of Japan to maintain its policy interest rate unchanged in June, with the next rate hike anticipated in January 2026 [1] - Economic activity and price indicators since the April monetary policy meeting indicate a strengthening of the domestic virtuous cycle in Japan, although the impact of tariff increases may materialize in the future [1] - The current plan for reducing government bond purchases is expected to remain unchanged until March 2026, with a gradual acceleration in the reduction of bond purchases to approximately 2 trillion yen per month over the next year [1]