美联储重启降息周期，亚洲央行或将掀起新一轮降息潮

Group 1 - The Federal Reserve's recent decision to cut interest rates by 25 basis points is expected to provide Asian central banks with the opportunity to ease their monetary policies amid tariff pressures and global economic slowdown [1][3] - Analysts suggest that the easing cycle in Asia may extend beyond that of the Federal Reserve, as many Asian economies face domestic headwinds [3][5] - The Reserve Bank of Australia and the Bank of Korea have already lowered their policy rates to near historical lows, indicating a trend towards more accommodative monetary policies in the region [3][4] Group 2 - Economists from Fidelity International and Oxford Economics predict that several Asian central banks, including those in Korea and India, may continue to lower rates in the fourth quarter [4][5] - The weakening of the US dollar is seen as providing additional space for Asian central banks to further relax their policies by the end of the year [4][5] - Despite some concerns about currency depreciation, the actual interest rates in many Asian economies remain above historical averages, allowing for potential rate cuts [4][5] Group 3 - In contrast to the easing trend in Asia, the Bank of Japan is expected to raise interest rates as it aims for monetary policy normalization, with a significant probability of a rate hike by the end of the year [6][7] - The Japanese economy faces uncertainties due to political changes and the impact of US tariffs, which have pressured corporate profits [6][7] - Analysts are divided on whether the Bank of Japan will raise rates in its upcoming meeting, with some expecting a hike while others anticipate a delay due to political and economic uncertainties [7]