大华银行：日本央行加息或趋谨慎 政治经济双重因素制约

Core Viewpoint - The Bank of Singapore indicates that the Bank of Japan may continue to raise interest rates but will do so with increased caution due to political and economic factors affecting the country [1] Group 1: Economic Factors - The focus in the short term will shift to the political vulnerability of Prime Minister Shinzo Abe following consecutive electoral defeats [1] - Ongoing trade negotiations between Japan and the United States add uncertainty, particularly regarding U.S. tariff policies [1] Group 2: Monetary Policy Outlook - The Bank of Singapore expects the Bank of Japan to maintain its stance on normalizing monetary policy, potentially keeping interest rates unchanged in the July meeting [1] - A forecasted increase of 25 basis points to 0.75% is anticipated in the September meeting, with a further increase to 1.00% expected in the first quarter of 2026 [1]