凯投宏观：预计日本央行2027年的最终利率将达到1.75%

Core Viewpoint - The decision by the Bank of Japan to raise interest rates is not surprising, indicating a future tightening of monetary policy [1] Group 1: Economic Confidence - The Bank of Japan has greater confidence in the economy's ability to withstand tariff uncertainties [1] - There is increased confidence in corporate profits remaining at high levels [1] Group 2: Economic Forecasts - Upcoming economic activity and inflation data are more likely to exceed expectations compared to the Bank of Japan's forecasts [1] - The confidence of the firm is growing, with an expected final interest rate of 1.75% by 2027, which is higher than the market's general expectations [1]