美国财长贝森特隔空喊话日本央行“该出手了” 称其货币政策滞后于通胀形势

Core Viewpoint - The U.S. Treasury Secretary, Yellen, has stated that the Bank of Japan should accelerate its interest rate hikes to address rising inflation risks, indicating that its monetary policy is "behind the curve" [1] Group 1: Monetary Policy and Inflation - Japan is facing accumulating inflation pressures that are impacting global capital markets, with rising yields on U.S. 30-year Treasury bonds partly attributed to increases in Japanese and German long-term bond yields [1] - Yellen's comments contrast sharply with Bank of Japan Governor Ueda's cautious stance, who maintains that potential inflation has not yet met the necessary criteria for rate hikes [1] - The core CPI, which excludes fresh food and energy, must stabilize above 2% to meet the Bank of Japan's policy target, but some analysts argue that this standard is overly conservative [1] Group 2: Upcoming Meetings and Market Expectations - The Bank of Japan is set to hold a rate review meeting in September and a quarterly economic outlook revision in October, which are seen as critical windows for potential policy shifts [2] - There is internal disagreement within the Bank of Japan regarding the timing of interest rate hikes, with some members advocating for earlier action to curb inflation expectations [2] - If the Bank of Japan signals a hawkish stance in the September meeting, it could lead to a short-term appreciation of the yen and volatility in global bond markets [2]