Group 1 - Japan's largest labor union, Rengo, reported that companies agreed to a wage increase of 5.25% this year, the highest in 34 years, driven by inflation and labor shortages [1] - The wage growth trend has been consistent, with last year's average increase at 5.10% and the year before at 3.58%, indicating a stable wage growth mechanism in a country that has experienced wage stagnation for decades [1] - The business community is forming a new consensus that wage increases must exceed inflation levels, marking a shift in corporate attitudes towards compensation [1] Group 2 - Mizuho Research Institute predicts that if oil prices decline, it could partially offset the impact of U.S. tariffs on corporate profits, leading to a wage increase of 4.7% next year [2] - The chief economist at Mizuho Research anticipates that the Bank of Japan will likely initiate interest rate hikes in the first quarter of next year, supported by confirmed wage growth momentum [2] - Over half of economists surveyed expect the next 25 basis point rate hike from the Bank of Japan to occur in early 2026, with strong wage data providing support for monetary policy normalization [2]
日本企业录得34年来最大幅度加薪 央行加息进程再获关键支持
智通财经网·2025-07-03 09:34