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加息无望?日本央行最新宣布!
Jin Rong Shi Bao·2025-10-30 07:48

Group 1 - The Bank of Japan (BOJ) decided to maintain its policy interest rate at 0.5%, aligning with market expectations, during its first policy meeting under newly appointed Prime Minister Fumio Kishida [1] - Despite the decision to keep rates unchanged for the sixth consecutive time, there were internal disagreements within the BOJ, with two policy members voting in favor of a rate hike, indicating that an increase could occur as early as December [1] - The dissenting members, Naoki Tamura and Haruhiko Kuroda, argued that rising inflation risks necessitate a closer alignment of the policy rate to neutral levels, suggesting a 25 basis point increase to 0.75% [1] Group 2 - Prime Minister Kishida's economic policy, termed "Kishida Economics," emphasizes fiscal measures while potentially calling for looser monetary policy to support Japan's fragile economy [2] - Japan is currently facing a complex economic environment characterized by high inflation and significant debt burdens [2] - The BOJ's decision followed a report showing a rise in Japan's core consumer prices, which increased by 2.9% year-on-year in September, surpassing the BOJ's target of 2% [2] - The BOJ adjusted its GDP growth forecast for the fiscal year 2025 from 0.6% to 0.7%, reiterating that it would continue to raise the benchmark rate if economic and price conditions align with expectations [2]