Core Viewpoint - The Bank of Japan is expected to raise its policy interest rate from 0.5% to 0.75% during the upcoming monetary policy meeting, marking the highest level in 30 years since 1995 [1][3]. Group 1: Economic Indicators - The quarterly Tankan survey indicates that confidence among large manufacturing firms in Japan has reached its highest level in four years, reinforcing market expectations for the Bank of Japan's imminent action [3]. - The market anticipates a 94% probability of an interest rate hike during the upcoming meeting, with expectations that rates could rise above 0.75% before the end of the current tightening cycle [4]. Group 2: Wage Growth Expectations - A report from the Bank of Japan reveals that most firms expect wage increases in the fiscal year 2026 to be consistent with the previous fiscal year, which had already seen significant wage growth [4][5]. - The labor shortage situation has led many companies to believe that maintaining wage growth similar to the previous year is necessary to retain employees and enhance work motivation [5].
刚刚!加息,大消息!
Zhong Guo Ji Jin Bao·2025-12-15 10:04