日本央行12月加息箭在弦上! 植田和男释放迄今最明确加息信号

Core Viewpoint - The Governor of the Bank of Japan, Kazuo Ueda, has signaled a strong possibility of monetary policy action this month, indicating that the authorities will make a correct decision regarding interest rate hikes [1][2]. Group 1: Monetary Policy Signals - Ueda stated that the Bank of Japan will weigh the pros and cons of raising policy rates and will make decisions based on domestic and international economic conditions, inflation, and financial market situations [1]. - Following Ueda's speech, the probability of an interest rate hike at the next policy meeting on December 19 is estimated at approximately 64%, with a 90% chance of action by January or earlier [1]. - Ueda's comments are perceived as slightly hawkish, potentially marking a turning point for the Japanese yen [1][2]. Group 2: Economic Context - The recent depreciation of the yen, which fell to 157.89 against the dollar, has raised concerns about increased import costs and inflation burdens on households [2]. - The Prime Minister, Fumio Kishida, is expected to support the Bank of Japan's interest rate hike due to the need to address the cost of living crisis, following significant economic stimulus measures announced last month [2]. - Ueda emphasized that appropriate policy adjustments are necessary to guide the Japanese economy towards sustainable growth, ensuring the success of previous efforts by the government and the central bank [3].