石破茂选举失利后 据传日本央行坚持逐步加息立场

Group 1 - The Bank of Japan officials believe there is no need to change the gradual interest rate hike policy following the election loss of Prime Minister Shigeru Ishiba, and they will closely monitor future fiscal policies of the Japanese government [1][2] - The Japanese yen continues to decline, reaching 147.93 yen per dollar, and the Bank of Japan is expected to maintain the interest rate at 0.5% in the upcoming policy meeting [2] - Inflation risks are rising due to surging prices of rice and other food items, with Japan's key inflation indicator increasing by 3.3% last month, remaining above the Bank of Japan's 2% target for over three years [2] Group 2 - The recent election results have made the ruling coalition more susceptible to opposition influence, which may lead to increased fiscal spending, including calls from opposition parties to lower sales tax to assist families affected by inflation [2] - Despite the election outcome, the Bank of Japan's policy trajectory is not expected to change immediately, although officials will monitor the potential inflationary impact of any significant fiscal policy relaxation by the government [2] - The U.S. has announced a 25% tariff on Japanese goods, but Bank of Japan officials do not anticipate a significant change in economic outlook as they had already projected a temporary economic stagnation in their May report [3]