凯投宏观：日本通胀超过目标 日本央行将加息

Core Viewpoint - Japan's inflation has exceeded the target set by the Bank of Japan, indicating a likely interest rate hike in the near future [1] Inflation Data - The latest Tokyo Consumer Price Index (CPI) shows that consumer inflation remains significantly above the Bank of Japan's 2% target, despite some easing in June [1] - The underlying inflation rate is projected to remain around 3% by the end of the year, which is higher than the Bank of Japan's previous forecasts [1] Monetary Policy Outlook - The Bank of Japan is expected to raise interest rates in October, as the overall inflation indicators are still well above the central bank's May predictions [1] - The potential for a tightening cycle is supported by the persistent inflationary pressures observed in the economy [1]