法农银行：日本经济可能在第三季度萎缩

Core Viewpoint - Japanese companies are expected to be more cautious about capital expenditures due to the impact of US tariffs and concerns over a global economic slowdown, potentially leading to a contraction in the Japanese economy in the third quarter [1] Economic Outlook - Analysts predict that the Bank of Japan may raise interest rates as early as January 2026, contingent on the belief that the global economy will not decline and that economic policies will be effective enough to restore real GDP to positive growth starting in the fourth quarter [1] Consumer Behavior - The extreme heat during the summer may cause hesitation among consumers to go out, which could limit the recovery of consumer spending [1]