安联:日本央行可能会避免留下无限期维持利率的印象
Xin Hua Cai Jing·2025-10-29 06:38

Core Viewpoint - Analysts from Allianz Global expect the Bank of Japan to maintain its policy interest rate at 0.5% this week, while also trying to avoid the impression that rates will remain unchanged indefinitely [1] Group 1: Interest Rate Policy - The Bank of Japan appears to be preparing for a rate hike, but challenges such as domestic political uncertainty, international trade tensions, and delays in U.S. economic data complicate this decision [1] - A rate hike is anticipated to occur in December, although there is a risk it could be postponed until January [1] Group 2: Economic Conditions - Japanese economic data remains stable, and further depreciation of the yen is undesirable, suggesting that the Bank of Japan is laying the groundwork for the next rate increase [1]