日央行加息点评：日央行坚定货币政策正常化，鹰派表态提振日元

Group 1: Monetary Policy Changes - The Bank of Japan raised interest rates by 15 basis points, adjusting the policy rate to 0.15%-0.25%[1] - The central bank announced a reduction in bond purchases by 400 billion yen each quarter, aiming for a monthly purchase scale of 2.9 trillion yen by Q1 2026[1] - The Bank of Japan will make future rate decisions based on economic data without a preset timeline for the next rate hike[2] Group 2: Inflation and Economic Forecasts - The core inflation forecast for 2024 was revised down to 0.6% from 0.8%, and for 2025 to 2.1% from 1.9%[2] - The GDP growth forecast for 2024 was also lowered to 0.6% from 0.8%[2] - Current inflation rate stands at 2.8%, with core inflation at 2.6%, indicating a gradual economic recovery[2] Group 3: Currency and Market Reactions - The weak yen has been a significant factor in the decision to raise interest rates, as it poses upward inflation risks[2] - Following the rate hike announcement, the yen experienced volatility, briefly surpassing 151 against the dollar[2] - The rate hike has strengthened sentiment towards the Chinese yuan, leading to a significant increase in offshore yuan interest rates[2]