别等7月了！瑞穗高管放狠话：日本或在3月加息，全年加息3次

Core Viewpoint - The Bank of Japan is expected to raise its benchmark interest rate as early as March, with potential for up to three rate hikes by 2026 due to persistent inflation and a weak yen [1][3]. Group 1: Interest Rate Predictions - Kenya Koshimizu from Mizuho Financial Group indicates that the next interest rate hike could occur in March or April, driven by a weak yen and inflation rates exceeding the Bank of Japan's target [1][3]. - Koshimizu forecasts up to three rate hikes this year, reflecting a more aggressive stance compared to other economists who predict action may not occur until July [1][3]. Group 2: Economic Factors - Current positive economic indicators include a nominal GDP growth rate of 3% to 4% and clearer policy strategies from Prime Minister Fumio Kishida [1][3]. - The Bank of Japan raised its policy rate to 0.75%, the highest in 30 years, in December, signaling readiness for further increases [1][3]. Group 3: Bond Market Insights - Koshimizu believes that the current bond yields are reasonable, with the 10-year Japanese government bond yield in the 2% range being expected in a 3% to 4% nominal growth environment [2][4]. - The 10-year yield reached a 27-year high of 2.38% in late January due to concerns over Japan's fiscal health but has since retreated to around 2.2% [2][4].