Group 1 - The former Bank of Japan policy committee member Yutaka Harada emphasizes the need for a cautious approach to interest rate hikes while advocating for stronger fiscal, monetary, and tax policies to stimulate the economy [1][6] - Harada suggests that the current government under Prime Minister Sanae Takaichi should aim for a "high-pressure economy" to drive growth through comprehensive demand stimulation [1][6] - He notes that current inflation in Japan is partly driven by supply-side factors, such as rising rice prices, indicating that further interest rate hikes may have limited effectiveness in controlling this type of inflation [1][6] Group 2 - Moody's chief economist Mark Zandi expresses skepticism about the underlying economic conditions in the U.S., despite strong third-quarter GDP data [2][7] - Zandi believes that the U.S. economy is on the brink of recession, and the latest GDP report has not renewed his confidence in the economic outlook [2][8] - He points out that while actual GDP growth appears significant, a deeper analysis reveals a growth rate closer to 2%, which is insufficient for job creation as the unemployment rate continues to rise [2][8]
邦达亚洲:多重利好因素支撑 澳元刷新14个月高位
Xin Lang Cai Jing·2025-12-25 08:38