荷兰国际：本周一系列日本经济数据料展现积极信号 3月会议得以维持利率不变

Core Viewpoint - The recent economic activity data from Japan is expected to signal positive momentum for the economy in the early months of 2026, despite the fourth quarter GDP growth falling short of expectations [1] Group 1: Economic Activity - The Dutch International Group anticipates a strong rebound in monthly economic activity data, driven by fiscal spending and substantial winter bonuses [1] - Industrial production and retail sales are predicted to show significant growth in January [1] Group 2: Inflation Trends - Tokyo's consumer inflation, a leading indicator of national trends, is likely to slow further due to declining energy, utility, and food prices [1] - The core inflation rate, excluding fresh food, is expected to drop below 2%, which may allow the Bank of Japan to maintain the current interest rate of 0.75% in the March meeting [1]