Core Viewpoint - The recent rise in food prices in Japan, such as rice, is largely attributed to temporary supply-side factors [1] Group 1: Economic Outlook - There remains uncertainty in the global economic outlook, particularly due to the impact of trade policies, which may lead to supply-side driven increases in import prices [1] - Announced trade policies to date could hinder global economic growth [1] Group 2: U.S. Economic Factors - Key factors to monitor regarding the U.S. economy include the effects of tariffs on corporate profits, which may impact employment and income [1] - A significant increase in import prices could further strengthen households' defensive spending mindset [1] Group 3: Globalization Trends - The announced trade policies may trigger a shift in globalization trends [1]
日本央行:近期食品价格(如米价)的上涨,很大程度上反映了暂时的供应侧因素。全球经济前景仍存在不确定性,例如贸易政策的影响,这可能导致供应侧驱动的进口价格上涨。迄今为止宣布的贸易政策可能会拖累全球经济。关于美国经济,需要关注的因素包括关税通过恶化企业利润对就业和收入形成产生的影响。如...
Sou Hu Cai Jing·2026-01-23 03:31