金十数据5月2日讯，荷兰国际集团经济学家Bert Colijn写道，欧元区通胀未来不太可能大幅下降，因为 经济的潜在弹性抵消了贸易关税的抑制作用。周五公布的数据显示，欧元区4月份物价同比上涨2.2%， 较前一个月保持稳定。Colijn说，贸易动荡和随之而来的能源价格下跌使通货膨胀率接近欧洲央行2%的 目标。但投资者不应指望未来几个月通胀会大幅下降。他表示："即使贸易战最初抑制了通胀压力，但 在劳动力市场强劲、工资增长高的情况下，增长良好的欧元区经济可能会在未来几个月让通胀保持在一 定程度上的高位。" 弹性经济支撑欧元区通胀 ...

日本央行行长植田和男：工资增长尚未导致服务价格强劲上涨。 ...

日本央行行长植田和男：由于关税措施和经济增长放缓，通胀率和工资增长预计将放缓。 ...

ADP报告：4月份工资稳步增长。4月就业人员薪资较上年同期增长4.5%，较3月略有放缓。跳槽者的工 资同比增长加速，从3月份的6.7%上升至4月份的6.9%。 ...

Core Viewpoint - Financial consulting firm Continuum Economics predicts that the Bank of Japan will maintain its interest rate at 0.5% during the May meeting and will not change its forward guidance [1] Group 1: Economic Context - The uncertainty brought by U.S. tariffs is impacting Japan's economy, creating a dilemma for the Bank of Japan [1] - The anticipated negative impact of U.S. auto tariffs on the Japanese economy is significant [1] Group 2: Inflation and Wage Growth - Inflation continues to rise, with wage negotiations in Tokyo pushing wage expectations to grow over 5% [1] - If wage growth can quickly translate into domestic demand, the Bank of Japan may find it challenging to justify further delaying interest rate hikes [1] Group 3: Monetary Policy Implications - The Bank of Japan faces difficulties in proving that further postponement of interest rate hikes is reasonable if inflationary pressures are not cost-push [1]