贝森特：日本央行明显“落后于曲线”，应该加息

Group 1 - The core viewpoint is that U.S. Treasury Secretary Yellen criticizes the Bank of Japan for being "clearly behind the curve" in addressing inflation and advocates for interest rate hikes to control prices [1][2] - Japan's core inflation has remained at or above the central bank's 2% target for over three years, yet its policy interest rate is still the lowest among major economies [1][2] - Market expectations are shifting due to persistent inflation pressures, with approximately 42% of economists surveyed by Bloomberg anticipating a rate hike from the Bank of Japan in October [2] Group 2 - Yellen highlights the "clear spillover effects" from rising yields in Japan and Germany, stating that U.S. 30-year Treasury bonds are being dragged down by these trends [3] - Japanese long-term government bond yields have surged to multi-decade highs, with some auctions experiencing the weakest demand in years [3] - In contrast, U.S. 10-year Treasury yields have decreased this year, indicating market confidence in the U.S. Treasury and Federal Reserve, with inflation expectations well-anchored [3]