经济学家：预计日本央行最早10月恢复加息！日本股市上周流入1.16万亿日元，迎来近四个月来最大规模的外资流入

Group 1 - The majority of economists predict that the Bank of Japan will raise the key interest rate by at least 25 basis points later this year, with the proportion of such predictions increasing from over half to nearly two-thirds in recent weeks [1] - Despite recent weak employment data in the US reviving expectations for a Federal Reserve rate cut, 70% of analysts believe this will not delay the Bank of Japan's moderate tightening monetary policy [1] - In a survey conducted from August 12 to 19, 67 out of 73 economists (92%) expect the Bank of Japan to maintain the current interest rate at its September meeting, while 63% of 71 respondents anticipate a rate hike of at least 25 basis points to 0.75% in the next quarter [1] Group 2 - In the week of August 16, Japan's stock market experienced the largest foreign capital inflow in nearly four months, driven by expectations of a US rate cut and strong domestic economic growth data [3] - The Japanese Ministry of Finance reported that foreign investors purchased approximately 1.16 trillion yen (about 78.7 billion USD) worth of Japanese stocks in the last week, marking the largest single-week buying volume since April 5 [3]