日本6月名义薪资增速四个月新高 央行加息再添关键砝码

Group 1 - Japan's nominal wages in June increased by 2.5% year-on-year, marking the fastest growth in four months, despite being below economists' expectations of 3.1% [1][3] - The Bank of Japan is considering potential interest rate hikes in the coming months, with over 40% of analysts predicting action in the October policy meeting [3][4] - The strong wage data reflects the results of this year's annual wage negotiations, with approximately 70% of wage increases already implemented by mid-June [3][4] Group 2 - Despite strong nominal wage growth, real wages have declined by 1.3% due to rising inflation, with the core inflation rate reaching 3.3% in June [4][5] - The ongoing inflation is expected to suppress consumer spending, leading to anticipated weak economic growth in the second quarter [4] - Long-term labor shortages are expected to continue exerting upward pressure on wages, although U.S. trade policies pose risks to corporate profit margins and wage growth capabilities [5]