知情人士：选举失利不改货币政策路径 日本央行料坚持渐进加息立场

Core Viewpoint - The Bank of Japan is expected to maintain its gradual interest rate hike stance despite the recent electoral setback for Prime Minister Kishida, with officials believing that there is little need to change the current monetary policy path [1] Group 1: Monetary Policy - Bank of Japan officials are closely monitoring government fiscal policy but believe that if economic forecasts are met, further increases in the benchmark interest rate are appropriate [1] - The policy committee led by Governor Kazuo Ueda is likely to keep the interest rate at 0.5% in the upcoming meeting [1] - Officials are cautious about the potential inflation risks associated with significant fiscal easing, especially as food prices, such as rice, have surged, pushing inflation rates higher than expected [1] Group 2: Economic Outlook - The ongoing US-Japan trade negotiations are a factor in the decision-making process, with officials wanting to assess the impact of any agreements on inflation trends and economic outlook before proceeding with further rate hikes [1] - There is an acknowledgment among officials that inflation risks are rising, which could influence future monetary policy decisions [1]