Core Points - Japan's inflation problem is worsening, increasing the burden on citizens [2][12] - The government has announced a record economic stimulus package to boost the struggling economy, but concerns about fiscal deterioration are rising [2][4] - The depreciation of the yen is exacerbating inflationary pressures [18][20] Economic Measures - The Japanese government approved a comprehensive economic strategy worth approximately 21.3 trillion yen (about 96.56 billion RMB), with the 2025 supplementary budget reaching a new high since 2022 [2][4] - The 2025 fiscal year's supplementary budget is expected to be around 17.7 trillion yen, marking a 27% increase from the previous year's budget of 13.9 trillion yen [4] Market Reactions - There is growing skepticism among Tokyo citizens regarding the government's ability to effectively implement the budget, leading to a sell-off of the yen and Japanese bonds [6][8] - The market's lack of confidence in Prime Minister Sanna Takashi's administration has resulted in significant asset sell-offs [10][12] Inflation Data - The core Consumer Price Index (CPI) in Japan rose by 3.0% year-on-year in October, continuing a trend of rising prices for over 50 months [13][15] - Prices for rice have surged by 40.2% year-on-year, with eggs also seeing a 13.6% increase, contributing to the financial strain on households [15][17] Economic Challenges - Japan's economy has contracted for the first time in six quarters, with a 0.4% decrease in GDP in Q3 2025, reflecting ongoing economic struggles [12][10] - The country faces structural issues, including high national debt, persistent inflation, and declining real wages, which are undermining domestic demand and market confidence [20][22] Government's Economic Strategy - Analysts suggest that the government's economic measures may provide short-term relief but fail to address fundamental economic issues [22] - The strategy is criticized for being a "borrow new debt to pay old debt" approach, which does not contribute to fiscal health [22][23]
视频丨经济民生双承压下 日本再遭高市妄为之“祸”
Yang Shi Xin Wen Ke Hu Duan·2025-11-22 03:32