贝森特“指导”日本政府“少干预”，日本央行加息在望？

Core Viewpoint - The recent statements by U.S. Treasury Secretary Bessent have stirred market expectations regarding Japan's monetary policy, emphasizing the need for the Japanese government to provide the Bank of Japan (BOJ) with sufficient policy space to stabilize inflation expectations and exchange rates [1][3][6]. Group 1: Market Reactions - Bessent's comments have been interpreted as external support for the BOJ to tighten monetary policy, increasing expectations for an interest rate hike [3][6]. - Following Bessent's post, the yen strengthened against the dollar, moving from 152.12 to approximately 151.54 [3]. - Despite expectations that the BOJ would maintain interest rates at the upcoming meeting, Bessent's remarks have added weight to the view that a rate hike may be imminent [6][9]. Group 2: Government and Central Bank Dynamics - Bessent's statements directly challenge the monetary policy stance of Japan's new Prime Minister, who advocates for low interest rates and has previously urged the BOJ to collaborate with the government to boost demand [7]. - The Japanese government is attempting to downplay the impact of Bessent's comments, with Finance Minister Katayama asserting that the meeting did not directly address BOJ's monetary policy [8]. - There appears to be a divergence within the Japanese government regarding the implications of a weak yen, with some officials viewing it as beneficial for the economy [8]. Group 3: Economic Indicators and Predictions - Japan's core inflation rate has remained above the BOJ's 2% target for over three years, raising concerns among policymakers about potential second-round price effects [9]. - Most economists predict that the BOJ will raise interest rates again in December or January [9][10]. - Analysts suggest that if Japan aims to correct the yen's weakness, it must consider monetary intervention or policy adjustments [10].