瑞穗证券：仍预计日本央行短期将维持鹰派立场

Core Viewpoint - The likelihood of a rate hike by the Bank of Japan in October is diminishing, but the central bank will maintain a hawkish stance in the short term without feeling an urgent need to raise rates [1] Group 1: Interest Rate Policy - The Bank of Japan has already implemented a 60 basis point increase, which has led to a significant rise in long-term Japanese government bond yields [1] - The central bank is expected to act cautiously to avoid excessive tightening of the economy [1] Group 2: Economic Sentiment and Risks - Weak household confidence may limit the Bank of Japan's actions [1] - There is a potential risk of a sudden appreciation of the yen due to increasing policy divergence between the Federal Reserve and the Bank of Japan, which could negatively impact Japan's exports and asset markets [1]