智通财经APP获悉，2025年10月6日，日本央行在最新发布的区域经济季度报告中维持了对经济前景的 谨慎乐观看法，但警告称美国关税对企业利润的影响仍存在挥之不去的不确定性，暗示其倾向于在加息 前等待更多数据。 在区域分行行长季度会议总结中，日本央行指出部分地区企业反馈称，若美国关税导致利润显著下滑， 可能需抑制工资增长;但其他地区企业则认为，劳动力短缺、最低工资上调及近期食品成本上涨等因 素，仍要求继续提高工资水平。尽管美国关税对出口及产出构成压力，但部分地区人工智能相关订单需 求旺盛，形成一定支撑。 报告还提到，许多企业计划继续增加资本支出以优化运营并满足信息技术需求，但也有部分企业因关税 不确定性选择推迟或审查支出计划。 回顾历史，日本央行去年结束长达十年的大规模刺激政策，并于今年1月将利率上调至0.5%，主要依据 是日本即将实现2%通胀目标。植田和男此前曾表示，若日本经济在持续工资增长与内需推动下，稳定 通胀可能性增强，央行将准备继续推进加息进程。 据了解，当地时间10月4日，日本执政党自民党总裁选举结果揭晓，高市早苗击败小泉进次郎等多名竞 争对手，成功当选自民党新一任总裁。高市早苗主张财政扩张和政治右 ...

当地时间4日下午，日本自民党将举行党总裁选举投计票。 10月4日，日本自民党将举行党总裁选举投计票。 据央视新闻报道，本次自民党总裁选举共有5名候选人，分别为现任农林水产大臣小泉进次郎、现任内阁官房长官林芳正、前经济安全保障担当大臣高市早 苗和小林鹰之、自民党前干事长茂木敏充。 自民党此前公布的投票日具体流程为：当地时间4日13时开始该党国会议员投票，大约在14时10分公布第一轮投票结果。第一轮投票如果没有候选者获得过 半数支持，则将进入最终投票环节，结果预计在15时20分前后揭晓。新任自民党总裁的记者会计划在当天傍晚举行。 小林鹰之 50岁 小林鹰之 曾任经济安全保障担当大臣 主张削减消费税;增加防务预算; 加强经济安保; 收紧外国人关联政策等; 政治立场偏向保守。 林芳正 64岁 聚焦生活成本上涨对经济冲击的应对; 支持日本央行加息; 关注地方振兴等; 政治立场相对温和。 茂木敏充 69岁 69岁 两年内使日本走上复兴之路; 实现超过物价上涨幅度的工资增长; 设数万亿日元规模的补助金等; 政治立场相对温和。 图片来源|新华社 策划| 潘寅茹 制图|方舟 ...

按行业来看，"电力、燃气、热力供应、自来水"行业以832万日元位居第一（约合人民币 39.69万元）。其次是"金融和保险"行业（702万日元，约合人民币33.50万元）、"信息通 信"行业（660万日元, 约合人民币31.49万元）。最低的是"住宿和餐饮服务"行业的279万日 元（约合人民币13.31万元）。 源泉扣缴（由企业代扣代缴）的所得税额为11.1834万亿日元，比上年减少8227亿日元。这 被认为是2024年实施的定额减税政策的影响。本次调查旨在预估税收等，以从日本全国抽取 的2万7179家企业为对象，基于约28万名薪资所得者的反馈数据推算出整体情况。 版权声明：日本经济新闻社版权所有，未经授权不得转载或部分复制，违者必究。 日经中文网 https://cn.nikkei.com 2024年，日本民营企业的员工和兼职人员等的年平均工资同比增长3.9%，达到478万日元（约人民币 22.81万元），创出自1949年开始统计以来的最高纪录。平均工资连续4年增长…… 日本国税厅9月26日公布了2024年民间工资实态统计调查结果。民营企业的员工和兼职人员 等一年获得的平均工资比上年增长3.9%，达到478万 ...

Core Viewpoint - The Federal Reserve's Barkin highlighted that low unemployment rates, wage growth, and rising stock prices are supporting consumer spending [1] Group 1 - Low unemployment rates are contributing positively to consumer confidence and spending [1] - Wage growth is enhancing disposable income for consumers, further driving spending [1] - Rising stock prices are creating a wealth effect, encouraging consumers to spend more [1]

Core Viewpoint - Japan's exports have declined for the fourth consecutive month, primarily due to the impact of U.S. tariffs under President Trump's trade policies, particularly affecting trade with the U.S. [1][3] Export Performance - In August, Japan's export value decreased by 0.1% year-on-year, with automobiles and steel being the main contributors to this decline [1] - Exports to the U.S. saw a significant drop of 13.8%, with automobile exports falling by 28.4% and export volume down by 9.5% [3][4] - Exports to China decreased by 0.5%, while exports to Europe increased by 5.5% [3] Trade Balance - Japan's trade balance recorded a deficit of 242.5 billion yen (approximately 1.7 billion USD) [3] - The import value fell by 5.2%, which was worse than the consensus expectation of a 4.1% decline [3] Economic Implications - The ongoing decline in exports poses risks to Japan's fragile economic growth, potentially disrupting the desired cycle of inflation, wage growth, and overall economic expansion [3] - The impact of U.S. tariffs on Japanese companies, particularly in the automotive sector, may lead to cost-cutting measures that could suppress profit margins and wage growth [3][4] U.S. Trade Relations - Japan's trade surplus with the U.S. was 324 billion yen, indicating ongoing pressure from the U.S. to reduce this gap [5] - The recent trade agreement, which includes a reduction of tariffs on Japanese automobiles, may provide some relief, but its effectiveness will depend on Japan's commitment to invest 5.5 trillion yen as part of the agreement [4]

Core Viewpoint - The market is awaiting the U.S. non-farm payroll report for insights on the Federal Reserve's interest rate decisions, with a slight decline in the dollar observed [1] Group 1 - Morgan Stanley's strategist McKinney notes that moderate job growth does not necessarily indicate a slowdown in the labor market due to a slowdown in immigration growth [1] - Investors should focus on the unemployment rate and wage growth for clearer indications of the Federal Reserve's next steps [1]

Core Insights - The average net salary in Bosnia and Herzegovina in June 2025 is reported to be 1570 marks, showing a slight month-on-month decrease of 0.25% but a year-on-year increase of 14.26% [1] - The purchasing power has increased by 46.87% compared to ten years ago, indicating a significant improvement in the economic conditions [1] Salary Disparities by Industry - The computer programming and consulting sector leads with a net salary of 2755 marks, while the clothing manufacturing sector has the lowest net salary at 1064 marks [1] - The IT industry experienced a year-on-year salary decline of 7.03%, contrasting with the clothing manufacturing sector, which saw a year-on-year increase of 20.6% [1] Long-term Salary Trends - From 2015 to 2025, gross salaries have risen from 1295 marks to 2435 marks, reflecting a cumulative increase of 88.1%, which demonstrates steady economic growth in Bosnia and Herzegovina [1] - Current salary fluctuations are primarily influenced by seasonal adjustments and industry transformations [1]

Core Viewpoint - The Federal Reserve Chairman Jerome Powell indicated that wage growth has slowed down but remains above inflation levels [1] Group 1 - Wage growth has shown signs of deceleration, suggesting a potential easing in labor market pressures [1] - Despite the slowdown, wages are still increasing at a rate that outpaces inflation, which may influence consumer spending and economic stability [1]

Group 1 - The overall core inflation is largely in line with the target set by the European Central Bank [1] - Most long-term inflation expectations are around 2% [1] - Labor costs are continuing to trend towards moderation [1] Group 2 - Wage growth is expected to further slow down [1] - The economic outlook faces downside risks [1]

Group 1 - The European Central Bank (ECB) President Christine Lagarde stated that overall core inflation is in line with targets [1] - Labor costs continue to ease, indicating a potential slowdown in wage growth [1] - Wage growth is expected to further decelerate, which may impact consumer spending and economic growth [1]