日本央行：10月会议就继续加息的必要性进行了辩论

Core Viewpoint - The Bank of Japan's October meeting minutes reveal a debate among policymakers regarding the necessity of raising interest rates to a neutral level, with some members believing it would support long-term stable growth, while others express concerns about the impact of a declining yen on import costs and inflation [1] Group 1: Interest Rate Decisions - The Bank of Japan maintained the interest rate at 0.5% during the October meeting, but Governor Kazuo Ueda signaled a strong possibility of future rate hikes [1] - Hawkish members Takeda and Tamura opposed the current rate, advocating for an increase to 0.75% [1] - In December, the Bank of Japan raised the interest rate to 0.75%, marking a 30-year high [1] Group 2: Economic Conditions and Uncertainties - Many committee members at the October meeting believed the conditions for raising rates were maturing, but uncertainties regarding the impact of U.S. tariff increases led them to seek clarity on whether companies would continue to raise wages next year [1] - A committee member noted the uncertainty surrounding the policy direction of the new government led by Prime Minister Kishida, which contributed to the decision to maintain the status quo [1] - The timing of the October meeting, just over a week after the Kishida government took office, limited the policymakers' ability to assess the new government's views on monetary policy [1]