日本央行加息临近，高市政府面临挑战

Group 1 - The report highlights the imminent interest rate hike by the Bank of Japan, with expectations of a 25 basis points increase in December, driven by persistent core inflation [4][10][11] - The Japanese government faces significant challenges, including managing inflation, stimulating economic growth through tax cuts and subsidies, and ensuring fiscal sustainability amid rising government debt [10][14][15] - The economic stimulus plan approved by the Japanese cabinet amounts to 21.3 trillion yen, marking a 27% increase from the previous year, with a focus on direct financial support to households and strategic investments in key industries [12][13][14] Group 2 - In the United States, the report notes a decline in the ADP employment figures, with a loss of 32,000 jobs in November, indicating potential economic weakness [25] - Key economic indicators show a mixed picture, with industrial production slightly increasing and core import prices remaining stable, while the ISM manufacturing PMI has declined [27] - The report emphasizes the ongoing trend of declining inflation expectations in the U.S., with the core PCE price index showing a slight decrease [23][24] Group 3 - The Eurozone's GDP has been revised upward for Q3, with a quarterly growth rate of 0.3%, supported by fixed investment and government spending [31] - Eurozone inflation has shown a slight increase, with the November CPI rising to 2.2%, slightly above expectations, indicating persistent inflationary pressures [34]