17.7万亿刺激“发威”？日本央行拟上调经济预期，1月或按兵不动！

Group 1 - The Bank of Japan is expected to raise its economic growth forecast in an upcoming meeting, while keeping the benchmark interest rate unchanged [2][6] - The economic growth forecast for the next fiscal year starting in April may be adjusted upward from the previous estimate of 0.7%, reflecting the impact of Prime Minister Sanae Takaichi's recently approved economic plan [2][6] - Takaichi's fiscal measures amount to 17.7 trillion yen (approximately 113 billion USD), aimed at strengthening the economy and addressing long-term inflation [2][6] Group 2 - The Bank of Japan raised its policy interest rate to 0.75%, the highest level since 1995, considering the effects of the government's new measures [2][6] - Officials believe these measures will help increase potential inflation, thereby enhancing the likelihood of achieving the Bank of Japan's economic forecasts [2][6] - Although the market anticipates that the Bank of Japan will act approximately every six months regarding interest rates, officials have stated they do not have a preset view on the future rate path [2][6] Group 3 - The Bank of Japan is discussing whether to lower its consumer price index (CPI) forecast excluding fresh food, but remains focused on overall price trends rather than temporary data fluctuations [3][7] - Officials do not see a need to adjust their potential inflation forecasts, expecting inflation performance to align with the Bank of Japan's price targets in the latter half of the three-year forecast period that began last April [3][7] - Due to a slowdown in food price increases and Takaichi's measures to curb utility costs, Japan's inflation pace is expected to slow in the coming months [3][7]