Group 1 - The economic performance of Japan's new Prime Minister, Sanae Takaichi, is described as "bleak," with concerns over her comments regarding Taiwan and a massive stimulus plan of 21.3 trillion yen, which has drawn comparisons to the UK's "Truss storm" and raised fears of increasing debt undermining Japan's fiscal foundation [1] - The Japanese financial market experienced a rare "triple kill" with significant declines in stocks, bonds, and currency, as the 30-year government bond yield reached a historical high, the yen approached the critical level of 160 against the dollar, and the Nikkei 225 index erased all gains since Takaichi took office, indicating growing investor distrust and concerns about Japan's economic outlook [1] - Experts warn that Takaichi's comments on Taiwan could further complicate Japan's economy, as China is Japan's largest trading partner, and disruptions in supply chains could severely impact Japanese industries [1] Group 2 - Inflation remains a significant issue for Japanese citizens, with the core Consumer Price Index (CPI) rising by 3.0% year-on-year in October, marking the 50th consecutive month of increases, while real wages for workers have been declining, with a 1.4% drop in August, the largest decline in three months [2] - The U.S. tariff policy continues to weigh on Japan's economy, as a trade agreement reached in July resulted in a reduction of tariffs on Japanese imports to 15%, which, while lower than previously threatened rates, is still significantly higher than earlier levels this year [2] - Takaichi's poor performance is dragging down Japan's economy and financial markets, with potential further erosion of investor confidence leading to increased selling of yen-denominated assets [2]
日本经济:打击一波接着一波
Jin Rong Shi Bao·2025-11-25 02:59