日央行行长植田和男：加息无预设路线 但经济已在轨道上

Core Viewpoint - The Bank of Japan (BOJ) has decided to maintain interest rates but indicated a potential for future rate hikes if economic conditions align with expectations, shifting investor focus towards a possible rate increase as early as December [1] Economic Outlook - The BOJ's economic forecast remains largely unchanged from the previous report in July, with a slight increase in the likelihood of the baseline scenario materializing [2] - The BOJ is closely monitoring the impact of trade policies on the overseas economy and price trends, highlighting significant uncertainty in this area [2] Inflation and Wages - Core inflation is showing a moderate increase while food inflation is gradually easing; the BOJ is focused on the synchronization of wage and price increases [2] - Current wage growth is modest, but high prices for essential goods are pressuring non-durable consumption and service sectors [3] Interest Rate Policy - The BOJ has not predetermined any stance regarding the timing and feasibility of interest rate hikes, emphasizing a data-driven approach [2][4] - The central bank is committed to observing data trends before making adjustments to monetary policy [4] Currency and Trade - The BOJ is cautious about commenting on short-term fluctuations in the yen's exchange rate, emphasizing the importance of stability based on economic fundamentals [4] - The impact of tariffs on the U.S. economy is being monitored, with indications that risks may be lower than previously anticipated [2]