日本央行内部鹰声四起 12月加息或提上议程

Core Viewpoint - The Bank of Japan's Governor Ueda Kazuo indicated that the continued weakness of the yen may further increase inflation, as import prices rise due to the yen's depreciation, leading companies to be more willing to raise wages and product prices [1] Group 1: Monetary Policy Implications - Ueda emphasized that the impact of exchange rate fluctuations on prices is more significant than in the past, necessitating the central bank to remain highly vigilant [1] - There is a growing inclination towards supporting an interest rate hike in December, especially if Ueda votes in favor, aligning with two hawkish committee members who called for a rate increase in the October meeting [1] Group 2: Committee Dynamics - Committee member Koeda Junko expressed hawkish views, indicating rising concerns about inflation risks within the policy-making body [1] - Although Deputy Governor Iwata Noriyuki maintained the status quo in the last meeting, he is still viewed as leaning towards hawkish policies [1] - Currently, only Noguchi Akira holds a firm dovish stance, while the new member, who is seen as centrist, is expected to align with the mainstream opinion led by Ueda [1]