澳大利亚联邦银行:日本央行可能推迟至明年1月加息
Sou Hu Cai Jing·2025-11-27 04:48
Core Insights - The market anticipates that the Bank of Japan may raise interest rates by 25 basis points in December, but political factors could delay this until January [1] - Japanese Prime Minister Fumio Kishida advocates for a loose monetary policy and desires close coordination between the government and the central bank [1] - The cautious stance of the Bank of Japan may lead to a decision to wait until the budget proposal is passed by the Diet before implementing a rate hike [1] - Delaying the rate increase would also provide the Bank of Japan with additional time to assess the momentum of the upcoming wage negotiations [1]