加息预期影响 日本股市暴跌

Core Points - The Japanese stock market experienced a significant drop, with the Nikkei 225 index falling by 1000 points, while the yen appreciated [1] - The decline was triggered by Bank of Japan Governor Kazuo Ueda's strong signal regarding the potential for interest rate hikes in the upcoming monetary policy meeting [1][2] - Market expectations for a rate hike increased following Ueda's comments, leading to a rise in the yen and Japanese government bond yields [2] Group 1 - Ueda indicated that the Bank of Japan will weigh the pros and cons of raising interest rates at the next monetary policy meeting scheduled for December 18-19 [2] - He emphasized that any rate hike would only adjust the degree of monetary easing, with actual interest rates remaining very low [2] - Analysts interpreted Ueda's speech as preparation for a December rate hike, suggesting he has likely secured government support for this move [2][3] Group 2 - Some economic advisors to the Japanese government believe that a rate hike in January would be more appropriate to avoid sending mixed signals after the recent large fiscal stimulus [2][3] - Persistent inflation and a weak yen are providing support for an earlier rate hike, despite the government's cautious stance [3] - The yen strengthened to 155.49 against the dollar following Ueda's speech, although it remains close to levels that previously triggered government intervention [2][3]