前日本央行委员:日元疲软或促使央行最早4月加息
Sou Hu Cai Jing·2026-01-13 03:09

Core Viewpoint - Concerns over Prime Minister Kishida's "dangerous" fiscal policies are leading to a continued depreciation of the yen, with the Bank of Japan potentially raising interest rates as early as April [1] Group 1: Interest Rate Expectations - Former Bank of Japan policy member Sakurai Makoto suggests that the central bank must raise interest rates at least once before June or July, with April being a possibility [1] - The current market expectation is for the Bank of Japan to raise rates approximately every six months, making an April increase earlier than consensus [1] Group 2: Yen Depreciation and Government Actions - The yen's exchange rate has further declined following reports that the Kishida government is considering an early election next month [1] - Sakurai's comments indicate that the Bank of Japan is unlikely to take action to support the yen in the next two meetings, placing the responsibility for maintaining the exchange rate on the Ministry of Finance if the yen continues to weaken [1]

前日本央行委员:日元疲软或促使央行最早4月加息 - Reportify