日本央行的“观望期”结束了？分析师警告：后市每次会议都可能加息！

Core Viewpoint - The Bank of Japan (BOJ) is laying the groundwork for a potential interest rate hike, acknowledging the risk of broad-based inflation due to persistent food price increases [2][5] Group 1: BOJ's Policy Direction - The BOJ's recent comments indicate a shift towards a more hawkish stance, suggesting that the central bank is preparing to act on interest rates after a period of inaction [2][3] - BOJ Governor Kazuo Ueda emphasized that the decision to raise rates will depend on the likelihood of core inflation reaching the 2% target, rather than waiting for it to be firmly established [2][3] - Analysts predict that the BOJ may raise rates in upcoming meetings, with a 54% chance of a hike to 0.75% in October and a 71% chance by December [3] Group 2: Economic Indicators and Inflation Risks - The BOJ has revised its inflation outlook, indicating that the risks to price stability are now balanced, contrasting with previous assessments that highlighted downside risks [4] - The central bank is particularly focused on the second-round effects of rising food prices, which could lead to broader inflationary pressures [5][6] - Recent data shows a significant increase in food prices, with 1,010 food and beverage items rising in August and over 3,000 expected to increase in October [5]