利率水平创30年来新高，日本央行如期加息25个基点

Group 1 - The Bank of Japan has raised the benchmark interest rate to its highest level in 30 years, increasing the overnight lending rate by 0.25 percentage points to 0.75% [1] - This decision aligns with market expectations and follows a series of rate hikes, marking the first increase in 11 months since January 2025 [1] - The core CPI excluding fresh food rose by 3.0% year-on-year in November, matching market expectations and remaining stable compared to October [1] Group 2 - In March 2024, the Bank of Japan ended its decade-long negative interest rate policy by raising the policy rate from -0.1% to 0-0.1% [3] - The central bank has implemented three rate hikes within a year, with the latest increase in January raising the rate to 0.5%, the highest since the 2008 global financial crisis [3] - The Bank of Japan aims to achieve a virtuous cycle of "prices-wages-consumption," indicating that further rate hikes may occur if inflation leads to wage growth and increased consumer spending [3]