日本央行会议意见摘要显示，一位央行委员表示，加息方向没有改变；若经济展望实现将加息。 ...

Group 1 - The core viewpoint of the articles indicates that Japan's inflation is persistently above the Bank of Japan's target, with the CPI rising 3.6% year-on-year in March, marking 36 consecutive months above the 2% target [1] - The core CPI in March also increased by 3.2%, remaining elevated for 43 months, suggesting a sustained inflationary environment that supports the possibility of further interest rate hikes by the central bank [1] - The latest data shows that the core CPI in Tokyo rose by 3.4% in April, indicating ongoing inflationary pressures, particularly driven by rising wages [2] Group 2 - Japan's GDP has shown resilience, growing by 2.9% annually, with exports increasing for six consecutive months, reflecting strong economic activity supported by both domestic and external demand [3] - The services sector PMI has remained robust, providing a counterbalance to the manufacturing sector, which is still below the growth threshold [3] - The Bank of Japan has adjusted its economic outlook, lowering GDP growth forecasts for fiscal years 2025 and 2026, while also revising down its core CPI expectations, indicating a cautious approach to monetary policy [5] Group 3 - The yen has become the best-performing currency among G10 currencies this year, attracting international investment, despite the ongoing depreciation against the dollar due to significant interest rate differentials [4] - The potential for further interest rate hikes by the Bank of Japan remains, although the pace may be influenced by external factors such as U.S. tariff policies, which introduce uncertainty into Japan's economic outlook [4][5] - The Bank of Japan has not indicated a halt to interest rate increases, with the governor emphasizing that further hikes could occur if economic growth and inflation align with expectations [5]

日本央行审议委员中村丰明：若经济展望实现，日本央行将加息。 ...

日本央行会议纪要：一名委员表示，日本央行在考虑下一次加息时机时需要特别谨慎，因美国政策引发 的下行风险已迅速加剧。 ...

日本央行3月会议纪要：委员们一致认为，如果日本经济和物价前景得以实现，日本央行将继续加息。 ...

决策时绝对不带有先入之见。 日本央行3月货币政策会议纪要：如果经济展望实现将会加息。 一位委员称如果风险上升需要对加息时机保持谨慎。 ...

智通财经5月8日电，日本央行委员表示，若经济展望实现将会加息。 ...

Group 1 - The Brazilian central bank raised the benchmark lending rate by 50 basis points to 14.75%, aligning with market expectations [1] - The economic outlook is characterized by high uncertainty [1]

·韩国央行会议纪要暗示即将再次降息 【机构分析】 ·Metzler：就业疲软数据出现时美联储才可能降息 ·分析师：美联储将表示无意在短期内打破僵局 ·凯投宏观：欧元区零售业将迎来低迷的一年 ·巴克莱将日本央行下次加息时间推迟至2026年1月 ·Metzler的分析师认为，货币市场可能对美联储今年降息过于乐观。Metzler坚持其预测，即2025年美联 储将降息两次，现在预计下一次宽松政策只会在7月出台，主要原因是美国劳动力市场持续强劲。根据 LSEG的数据，货币市场预计2025年将有三次降息。分析师预计，美联储主席鲍威尔将在新闻发布会上 重点讨论价格稳定问题。尤其是不断上升的通胀预期，目前正引起货币当局的担忧。只有当美国经济疲 软反映在劳动力市场上时，才有可能降息。 ·美债和欧债收益率在早盘交易中几乎没有变化，因为投资者在美联储政策会议之前保持观望。预计美 联储将在本周的决定中维持利率不变，而且由于近期美国经济数据强劲，不太可能在未来几个月发出降 息信号。KBC bank分析师在一份报告中表示，"预计美联储将保持利率稳定，并表示无意在短期内打破 僵局。" ·凯投宏观的分析师Ankita Amajuri在给客户 ...

最后说说对咱们的影响。如果你是中长线投资者，这三个板块得重点关注：消费、科技和医疗。消费股最近被关税压制得厉害，但通胀放缓后，零售企 业的利润率可能修复。科技股更不用说了，只要利率不往上走，成长股的估值空间就打开了。医疗股呢，老龄化趋势摆在那儿，不管经济咋样，这都是 刚需。不过要注意，别碰那些高负债的企业，美联储维持高利率的时间可能比预期更长。 最后提醒一句，关税这把火还在烧。特朗普政府的关税政策已经影响到供应链了，制造业PMI连续三个月低于荣枯线。如果接下来关税进一步加码，通胀 可能再次抬头，到时候美联储说不定又得变脸。所以咱们得像狙击手一样，耐心等待真正的机会出现，千万别被短期波动牵着走。 先说鲍威尔这人。他最近讲话特别像打太极，一边说"通胀还没到2%，不能松劲"，一边又暗示"五月加息可能性很低"。这就好比一个老司机开车，油门 不踩死，但刹车也不松。为啥？看看最新的通胀数据就明白了——2月核心PCE降到3.1%，是两年多来最低。但3月关税政策一出来，市场开始担心通胀会 反弹。鲍威尔现在就卡在中间，既要防通胀反复，又怕加息把经济搞熄火。 再看看市场反应。昨天美债收益率坐了过山车，10年期国债收益率一度跌破4 ...