日本央行委员野口旭:只有当工资增长维持通胀势头时 宽松政策才会退场
Sou Hu Cai Jing·2025-11-27 02:10

Core Viewpoint - The Bank of Japan is considering gradually tightening its monetary easing policy if economic activity and prices continue to develop as per its current outlook [1] Group 1: Economic Activity and Inflation - As per Akira Noguchi, a member of the Bank of Japan, sustainable and stable inflation requires steady demand expansion and continuous nominal wage growth, particularly in small businesses and regional economies [1] - The persistence of wage growth momentum will determine whether potential inflation can steadily progress towards the 2% target [1] Group 2: Price Trends and Supply Chain Issues - Although the overall CPI growth rate is expected to slow down, there is a warning about potential localized price increases, similar to the recent rise in rice and other food prices, due to supply-demand tensions prompting companies to pass on delayed cost increases [1] - The impact of U.S. tariffs on the Japanese economy has been limited so far [1]