日本央行：日本的实际利率处于极低水平。 如果经济前景实现，日本央行将加息。 ...

考虑到地缘政治的不确定性以及近期日元的强势，市场将密切关注日本央行行长植田和男在下午的新闻发布会上对未来加息路径的任何指导。知情人士上月 透露，日本央行官员认为，在等待更多数据分析关税影响的过程中，没有必要改变逐步加息的立场。 持续更新中..... 周四，日本央行全票一致通过利率政策决定，连续第二次会议将目标利率维持在0.50%不变，符合市场预期。 由于围绕美国关税的不确定性给这个世界第四大经济体的前景蒙上了阴影，日本央行下调了经济增长预测，2025-2026财年实际GDP增速预期中值分别为 0.5%、0.7%（1月份预期分别为1.1%、1.0%）。 与此同时，该央行预计通胀前景面临的风险偏向下行。其最新预测显示，2025-2026财年核心CPI预期中值分别为2.2%、1.7%（1月份预期为2.4%、2.0%）。 2025-2026财年核心-核心CPI预期中值分别为2.3%、1.8%（1月份预期分别为2.1%、2.1%）。 日本央行还称，如果经济和物价走势符合预期，将继续加息。这表明美国关税的风险可能会推迟而不是破坏其加息计划。 日本央行公布利率决议后，美元兑日元短线走高约50点，至143.34，日内跌幅达到 ...

智通财经5月1日电，日本央行表示，如果经济和物价走势符合预期，将继续加息。 ...

日本央行：如果经济和物价走势符合预期，将继续加息。 ...

【黄金期货走势分析】 短线来看目前黄金期货价格上涨，截至发稿暂报785.10元/克，涨幅0.47%，最高上探794.66元/克，最低 触及780.52元/克。今日上方阻力位为845-850，下方支撑位为760-765. 伦敦皇家资产管理高级经济学家Melanie Baker在报告中表示，仍预期美联储2025年将进行两次降息，但 时间不会早于下半年，届时经济预计会出现更明确的放缓迹象。她指出，衰退风险已经上升，全球和美 国的经济增长前景已经恶化。不过，目前她仍处于"经济放缓"阵营，而非"经济衰退"阵营，因为对等关 税暂停，而且有迹象表明特朗普正对市场压力作出回应。 美银全球研究外汇/利率策略师Shusuke Yamada在研究报告中称，市场的焦点可能是日本央行在本周会 议上就6月或7月可能加息给出的任何暗示。特朗普宣布加征关税"突然增加了日本央行未来政策的不确 定性"。他指出，目前市场对日本央行最终利率的预期是略高于0.75%，而之前的预测是1.25%，下一次 加息的预期时间从6月推迟到2025年底。 本周二（4月29日）欧盘时段，黄金期货上涨，目前最新沪金主力暂报785.10元/克，涨幅0.47%，今日 开盘 ...

金十数据4月29日讯，美银全球研究外汇/利率策略师Shusuke Yamada在研究报告中称，市场的焦点可能 是日本央行在本周会议上就6月或7月可能加息给出的任何暗示。特朗普宣布加征关税"突然增加了日本 央行未来政策的不确定性"。他指出，目前市场对日本央行最终利率的预期是略高于0.75%，而之前的 预测是1.25%，下一次加息的预期时间从6月推迟到2025年底。鉴于投机交易商的日元仓位创下历史新 高，且美元/日元在伦敦交易时段趋于稳定，美银认为风险偏向于美元/日元进一步反弹。 美银：市场关注日本央行本周给出6月或7月加息的线索 ...

三菱日联：即使日本央行对加息持谨慎态度，日元仍可能走强 金十数据4月28日讯，三菱日联的Lee Hardman在一份报告中表示，即使日本央行在周四的会议上对进一 步加息持谨慎态度，日元仍有升值空间。鉴于美国加征关税，预计日本央行将下调今年的经济增长和核 心通胀预期。不过，这些预测仍应显示，下一财年通胀仍将接近目标水平，预示着进一步加息。全球经 济增长放缓将促使美联储在内的其他主要央行进一步降息，继续缩小与日本的收益率差异，所以日元可 能会进一步走强。 ...

Group 1 - Franklin Templeton predicts that the European Central Bank (ECB) may consider raising interest rates by the end of the year due to increased defense spending potentially boosting the economy [2] - David Zahn, head of European fixed income at Franklin Templeton, believes that by 2026, Europe will show low inflation and strong growth, suggesting a shift in ECB policy towards rate hikes [2] - Current market expectations lean towards three more rate cuts by the ECB this year, each by 25 basis points, maintaining the deposit rate at 1.5% until mid-next year [2][3] Group 2 - The Dutch central bank president, Knot, indicates that the upcoming ECB meeting in June will be complex, with potential downward revisions to inflation forecasts [3] - Zahn expects the ECB deposit rate to bottom out between 1.75% and 1.5% by September, leading to a more optimistic outlook for the economy [3] - The focus is shifting back to the economic boost from European defense plans, with Germany initiating significant debt financing for defense and infrastructure spending [3] Group 3 - Franklin Templeton's European total return fund has returned approximately 3.6% over the past year, compared to a benchmark return of 6.5% [4] - The company has reduced its exposure to Spain, France, and Italy, anticipating widening yield spreads between their 10-year bonds and German bonds [3][4] - The outlook for the UK is negative, with all UK government bond positions sold off due to severe fiscal conditions, leading to rising long-term borrowing costs [4][5]

Core Viewpoint - Franklin Templeton suggests that the European Central Bank (ECB) will consider interest rate hikes by the end of this year due to potential economic growth driven by defense spending [1] Group 1: Economic Outlook - David Zahn, head of the European fixed income department, indicates that by 2026, the economic situation in Europe will be very clear, with low inflation rates and strong economic growth [1] - This perspective contrasts with current market expectations, where traders anticipate three more rate cuts from the ECB this year, each by 25 basis points [1] Group 2: Interest Rate Projections - Traders expect the deposit rate to remain at 1.5% until mid-next year following the anticipated rate cuts [1]

Market Overview - The global cryptocurrency market is experiencing volatility, with Bitcoin (BTC) currently priced at approximately $94,450, reflecting a decline of about 0.66% from the previous trading day [1] - After surpassing the $100,000 mark, Bitcoin has entered a correction phase, influenced by cautious market sentiment and profit-taking by some investors [3] - Macroeconomic factors such as expectations of interest rate hikes in the U.S. and global inflation pressures are impacting Bitcoin's price [3] Long-term Outlook - Despite short-term adjustments, the long-term outlook for Bitcoin remains optimistic, with predictions suggesting a potential price of $200,000 by the end of 2025, driven by continued institutional investment and a reduction in Bitcoin supply [3] XBIT Platform Features - XBIT decentralized exchange offers a secure and stable trading environment, utilizing advanced technology and stringent security measures to protect user assets [3][7] - The platform provides comprehensive market data and analytical tools, enabling users to make informed trading decisions [5] - XBIT supports various trading strategies and continuously introduces new features such as leveraged trading and options trading to enhance user experience [5] Investment Strategy - Investors are advised to approach market fluctuations rationally, avoiding impulsive decisions and instead developing reasonable investment strategies based on their risk tolerance [5] - It is recommended to monitor market dynamics closely and adjust investment portfolios accordingly to adapt to market changes [5]