9:0全票通过！日本央行加息

Group 1 - The Bank of Japan announced a 25 basis point interest rate hike, raising the uncollateralized overnight call rate to 0.75%, the highest level since 1995 [2] - The decision was made unanimously with a 9-0 vote, aligning with market expectations, as all 50 surveyed economists predicted this rate hike [2] - Following the announcement, the Japanese yen appreciated against the US dollar, indicating that the rate hike was already priced in by investors [2] Group 2 - Governor Kazuo Ueda signaled that the conditions for rate hikes are maturing, paving the way for market pricing ahead of the decision [4] - The Bank of Japan emphasized that it will continue to adjust its policy stance gradually based on economic activity and price improvements while maintaining a loose monetary environment to support economic recovery [6] - The central bank noted that the likelihood of achieving its economic and price outlook is increasing [6] Group 3 - Political uncertainties that had previously clouded the monetary policy outlook have eased, allowing for more room for rate hikes [7] - Concerns about potential government interference in the central bank's normalization process were alleviated, as ongoing inflation pressures and the costs of a weak yen provided the government with no incentive to obstruct the rate hike [9] Group 4 - Recent economic indicators support the Bank of Japan's decision to raise rates, with no significant impact from U.S. tariff policies on the Japanese economy [11] - Major labor unions have set wage increase targets similar to last year's, which saw the largest wage growth in decades, indicating sustained wage momentum [11] - This marks the first rate hike since January, reflecting the central bank's commitment to continue normalizing rates amid a developing "inflation-wage-policy" cycle [12]