Group 1 - The Bank of Japan (BOJ) is cautious about rising food prices potentially increasing the underlying inflation rate, which is close to its 2% target [1][2] - BOJ Governor Ueda indicated that inflation expectations are between 1.5% and 2%, the highest in 30 years, prompting the bank to maintain low interest rates despite rising food prices, particularly a 90% surge in rice prices [2] - Ueda mentioned that the impact of food price inflation is expected to diminish, but the proximity of underlying inflation to the 2% target necessitates careful monitoring of food price inflation's effects [2] Group 2 - The BOJ is closely monitoring economic risks from U.S. tariff increases and domestic inflation pressures to determine when to resume interest rate hikes [2] - Despite lowering forecasts due to trade policy uncertainties, the BOJ expects the core inflation rate to gradually approach the 2% target in the latter half of the forecast period (FY2027) [2] - Ueda stated that if new data increases confidence in the baseline scenario, the BOJ will adjust the degree of monetary easing through interest rate hikes as necessary [2] Group 3 - The USD/JPY exchange rate is currently trading around 143.90, down 0.15% from the previous close of 144.12, indicating limited upward momentum in the daily technical indicators [1][2] - If the USD/JPY fails to break above 145.00 and sustain upward movement, there is a risk of a pullback, especially if it drops below the support range of 144.00–143.65, potentially testing 143.00 or even the monthly low of 142.10 [2]

美联储戴利：如果劳动力市场保持强劲且通胀率下降，今年进行两次降息是合理的，但潜在风险的范围 仍然很大。 ...

Key Points - The focus for financial data and events on May 30, 2025, includes various economic indicators from the US, Japan, Switzerland, and Canada [1][3] - Key US economic data to be released includes the Core PCE Price Index year-on-year and month-on-month, personal spending month-on-month, and the Chicago PMI for May [1] - Japan's unemployment rate for April and Switzerland's KOF Economic Leading Indicator for May are also significant data points to monitor [1]

高盛集团表示，随着土耳其央行允许里拉贬值，全球最成功的套利交易面临风险。当前里拉的贬值速 度，与政策制定者希望将通胀率从上月约38%降至今年底24%、2026年降至12%的目标相矛盾。高盛预 计，土耳其央行很可能会在7月的会议上重启降息周期时，放弃当前的外汇政策，并认为目前的汇率政 策是在提前完成必要的贬值，以避免实际汇率出现大幅升值。 ...

智通财经5月29日电，韩国央行预计2025年韩国通胀率将达到1.9%，预计2026年通胀率为1.8%。 ...

新华财经北京5月28日电（王姝睿） 新西兰联储日内降息25个基点，将政策利率从3.50%下调至3.25%， 此次降息已被市场充分定价，因此市场焦点转向官方现金利率（OCR）的未来路径。该央行表示，有 进一步降息的空间，以提振受到美国关税影响的经济复苏。 目前，新西兰联储利率处于中性区间。新西兰联储预计，到2025年9月官方现金利率为3.12%（此前预 测为3.23%）；到2026年6月官方现金利率将维持在2.87%（之前预测为3.1%）；到2028年6月官方现金 利率将维持在3.1%。有进一步适当降低官方现金利率的空间，现金利率预期显示至少将再降息25个基 点。 新西兰联储主席霍克斯比表示，官方现金利率的预测轨迹反映了全球通胀率下降。 一些经济学家警告称，新西兰经济复苏正受到威胁。经济复苏乏力，令新西兰政策制定者有空间维持宽 松倾向。新西兰联储在一份声明中表示："关税和海外政策不确定性的增加，预计将减缓新西兰的经济 复苏，降低中期通胀压力。委员会完全有能力对国内和国际形势作出反应，以维持中期价格稳定。" 新西兰联储委员会还注意到，自去年8月以来削减利率的全部经济影响尚未充分显现，除了美国关税政 策的规模和持续 ...

Group 1 - The core viewpoint is that the forecast trajectory of the Official Cash Rate (OCR) reflects the decline in global inflation rates [1] Group 2 - The statement indicates that the New Zealand Reserve Bank is adjusting its monetary policy in response to international economic conditions [1] - The commentary suggests that the OCR adjustments are aimed at stabilizing the economy amid changing inflation dynamics [1] - The focus on global inflation trends highlights the interconnectedness of national monetary policies with international economic factors [1]

Group 1 - The core consumer price index (CPI) in Australia for April 2025 shows a year-on-year increase of 2.4%, slightly above the market expectation of 2.3% [1] - The monthly inflation rate, excluding volatile items like fruits, vegetables, and automotive fuel, rose to 2.8% in April from 2.6% in March [1] - The trimmed mean inflation rate, a key indicator of core inflation, increased from 2.7% to 2.8%, remaining within the Reserve Bank of Australia's target range of 2-3% [1][2] Group 2 - Specific price changes in April include a 3.1% year-on-year increase in food and non-alcoholic beverages, down from 3.4% in March, and a decrease in tobacco and alcohol prices from 6.7% to 5.7% [1] - Housing prices increased from 1.8% to 2.2%, with rental prices decreasing from 5.2% to 5% and new housing prices rising from 1% to 1.2% [1] - Electricity prices shifted from a decline of 9.6% to a decline of 6.5%, while furniture and household equipment prices rose from 0.6% to 1% [2]

瑞士央行行长：我们的关注点不在于当前的通胀率，而是中期的价格稳定。 ...

当市场还在猜测欧洲央行下一步动作时，法国最新通胀率意外暴跌至五年来最低水平，为央行激进宽松政策扫清了最后障碍。 法国国家统计局周二公布的数据显示，5月份CPI同比上涨0.6%，远低于4月份的0.9%，更是大幅低于经济学家预期的0.9%。这一数字创下五年来 新低，远低于欧洲央行2%的中期通胀目标。 | 14:45 | 法国5月CPI同比初值 | ★★★ | 0.7% | 0.9% | 0.8% | ना | | --- | --- | --- | --- | --- | --- | --- | | 14:45 | 法国5月CPI环比初值 | ★★★ | -0.1% | 0.1% | 0.6% | ना | | 14:45 | 法国5月调和CPI同比初值 | ★★★ | 0.6% | 0.9% | 0.9% | ना | | 14:45 | 法国5月调和CPI环比初值 | ★★★ | -0.2% | 0.1% | 0.7% | गा | 面对如此疲软的通胀数据，法国央行行长Francois Villeroy de Galhau表示： 通胀数据远超预期下滑，欧洲央行6月降息概率飙升 法国5月通胀的大幅回落主要受到能 ...