日本央行行长植田和男:一旦财政政策确定,将评估其影响。将持续加强与政府的沟通。仅修正2025财年物价预期不会对政策产生影响。希望结合银行股持仓的经验来考量ETF。很难说何时能对明年的薪资谈判做出判断。需要关注薪资上涨是否成为常态。需要关注企业转嫁成本的趋势。
news flash·2025-07-31 06:58
Core Viewpoint - The Governor of the Bank of Japan, Kazuo Ueda, stated that once fiscal policy is determined, its impact will be assessed [1] Group 1 - The Bank of Japan will continue to strengthen communication with the government [1] - A revision of the price forecast for the fiscal year 2025 will not affect current policies [1] - There is a focus on whether wage increases will become a norm [1] Group 2 - The trend of companies passing on costs is a point of concern [1] - The experience with bank stock holdings will be considered in evaluating ETFs [1] - It is difficult to predict when a judgment on next year's wage negotiations can be made [1]