Group 1 - The upcoming Tokyo Metropolitan Assembly election is seen as a precursor to the national Diet's House of Councillors election, with voting scheduled for June 22 [2][4] - The Liberal Democratic Party (LDP), led by Prime Minister Shinzo Abe, is under scrutiny to maintain its seats in the Tokyo Assembly, as no party holds an absolute majority [4] - Recent polls indicate a rise in support for Abe, with one poll showing a 6% increase to 39% and another showing a 7% increase to 34%, up from around 20% previously [4] Group 2 - Approximately 300 candidates are contesting in the Tokyo Assembly election, marking the highest number in over 30 years [4] - The main issues in the election include rising prices, political scandals, and demographic challenges such as aging and declining birth rates [6] - The Consumer Price Index (CPI) in Japan rose by 3.5% year-on-year in April, exceeding the Bank of Japan's target of 2% [6] Group 3 - Abe has pledged to increase nominal GDP to 1,000 trillion yen by 2040 and aims for a 50% increase in average wages, requiring an annual growth rate of approximately 2.74% [8] - The LDP is considering cash handouts to citizens to alleviate the impact of rising prices [9] - The price of rice in Japan has doubled compared to the previous year, with the average price for a 5 kg bag reaching 4,223 yen [9] Group 4 - Japan's government is facing pressure from U.S. tariffs, with a significant decline in business confidence reported among large enterprises [11] - The confidence index for large companies dropped from 2.0 to -1.9 in the second quarter, with the manufacturing sector particularly affected [11] - The steel industry confidence index fell to -29.1, while the automotive sector index was at -16.1, indicating severe challenges [11]

日本首相石破茂：政府高度重视物价上涨问题。 ...

【环球时报报道 记者 刘雅婷】在物价持续高涨的背景下，日本各地的"寒酸校餐"近日在社交媒体上引发热议。今年4月，福冈市某小学一份仅有 一块炸鸡块的午餐就被日本网民吐槽"太少了""太寒酸"。但相关负责人回应称，这就是传统日式校餐。 尽管福冈市是日本九州地区财政实力名列前茅的城市，但面对不断上涨的物价，其在校餐供应方面也面临着巨大压力。福冈市西区石丸小学负责 学生营养指导和管理的教员阪井裕美表示："如今同样的预算，已无法制定出和过去一样丰盛的菜单了。"为控制成本，学校采取了多种措施，包 括将原料换成其他肉类部位、对价格较高的青葱或欧芹按克精准计算调整用量、避免使用单独包装的面包等。相关负责人透露，福冈市校餐预算 为每人每天一餐289.47日元（100日元约合4.98元人民币），他们最担忧的是学年末出现预算不足的情况。因此，在新学年伊始的4月和5月，通常 会严格控制成本，精简餐食。若预算充足，到学年末，校餐便会更加丰盛多样。 据报道，为缓解物价上涨带来的影响，福冈市已大幅增加应对物价上涨的对策预算，从2022财年的约4亿日元提升至2025财年的约12亿日元。该市 还宣布从今年夏天开始实行学校免费供餐政策。针对民众对 ...

市场消息：韩国新任总统李在明呼吁采取措施应对物价上涨。 ...

Group 1 - The core viewpoint of the report indicates that high levels of economic and policy uncertainty are negatively impacting businesses and households, with tariff increases leading to rising costs and prices [1][2] - Economic activity has shown a slight decline since late April, with half of the districts reporting mild or moderate decreases in economic activity [1][2] - Consumer spending is mixed, with most districts experiencing slight declines or no change, although some districts have seen increased spending on items expected to be affected by tariffs [1][2] Group 2 - The overall economic outlook remains slightly pessimistic and uncertain, unchanged from the previous report [2] - Employment levels have seen minimal changes, with most districts reporting stable employment conditions, but there are widespread discussions about hiring delays due to uncertainty [2] - Price levels have experienced moderate increases since late April, with widespread expectations of faster future price increases due to rising costs, particularly from tariff hikes [2]

Group 1 - The core point of the article highlights a significant increase in food prices in Japan, with the number of price hikes reaching 1,932 types in June, approximately three times that of the same period last year [1][3]. - In Saitama Prefecture, the price of popular instant rice has risen by over 10%, with around 116 types of rice-related products experiencing price increases this month [3][5]. - The most affected category in the price hikes is condiments, accounting for nearly half of the total number of price-increased food items [3]. Group 2 - Japan's core Consumer Price Index (CPI) has consistently shown a year-on-year increase of over 3% this year, surpassing the Bank of Japan's target of 2% [7]. - In April, the core CPI rose by 3.5%, marking the largest increase in over two years, with rice prices soaring by 98.4%, setting a record for seven consecutive months [7]. - A forecast suggests that the total number of food price increases in Japan for the year could exceed 20,000, surpassing last year's figures [7].

金十数据5月29日讯，"美联储传声筒"NickTimiraos表示，美联储官员在本月早些时候的会议上表示，他 们担心大幅提高关税会推高物价，并可能引发更高的通胀。最新的会议纪要显示，政策制定者基本上一 致认为，经济不确定性加剧，失业率和通胀风险增加，不应改变他们的观望政策立场。会议纪要表 示："与会者一致认为，经济前景的不确定性进一步增加，因此在政府政策一系列变化的净经济影响变 得更加清晰之前，采取谨慎态度是合适的。"在3月中旬至5月初的官员会议期间，特朗普提高了对大多 数美国贸易伙伴的关税，随后暂停了一些最激进的加税。 "美联储传声筒"：美联储会议纪要凸显对物价上涨的担忧 ...

Core Viewpoint - The rising rice prices in Japan have become a significant political issue, prompting a cabinet reshuffle and urgent government measures to stabilize prices [1][4]. Group 1: Rice Price Trends - The average price of 5 kg of rice in Japanese supermarkets reached a record high of 4285 yen (approximately 213.7 RMB) from May 12 to 18 [1]. - The consumer price index for rice surged by 98.4% year-on-year, marking the highest increase for seven consecutive months [1][3]. - The government aims to reduce the price of rice to approximately 2000 yen (about 99.7 RMB) for 5 kg by June [2]. Group 2: Government Response - Newly appointed Minister of Agriculture, Forestry and Fisheries, Shinjiro Koizumi, has initiated a direct supply strategy to large supermarkets at a price of 890 yen (approximately 44.3 RMB) for 5 kg, bypassing the previous bidding process [2]. - The government plans to release 300,000 tons of rice from reserves to stabilize prices, with the possibility of releasing an additional 600,000 tons if necessary [2][3]. - A special task force has been established to address the rice price issue, emphasizing the urgency of the situation [2]. Group 3: Political Implications - The rice price crisis has led to a decline in public confidence in the government, with a support rate of 31.7% for Prime Minister Kishida's cabinet, despite a slight increase [3][4]. - The opposition parties are leveraging the situation to criticize the ruling party, potentially impacting upcoming elections [4]. - Concerns exist regarding the relationship between the ruling Liberal Democratic Party and agricultural cooperatives, which may be strained due to the new direct supply strategy [5].

Group 1 - Japan's net foreign assets reached 533.05 trillion yen by the end of 2024, marking a 12.9% increase from the previous year and a record high for six consecutive years [1] - Japan has fallen to the second position as the world's largest net creditor nation, overtaken by Germany, which has net foreign assets of 569.65 billion yen [1] Group 2 - Japan's GDP experienced a quarter-on-quarter decline of 0.2% and an annualized decrease of 0.7% in Q1 2025, marking the first negative growth in a year [3][4] - The decline in Japan's economy is attributed to weak consumer spending and poor export performance [4] Group 3 - Personal consumption, which accounts for over half of Japan's economy, showed nearly zero growth in Q1, primarily due to rising prices affecting consumer capacity and willingness [5] - Exports of goods and services fell by 0.6%, while imports increased by 2.9%, indicating a negative impact on economic growth from trade dynamics [6] Group 4 - The Japanese government has allocated 388 billion yen from its reserve fund to address the economic challenges posed by U.S. tariff measures, with specific allocations for energy subsidies and local government support [8]

智通财经APP获悉，在日本即将迎来夏季参议院选举之际，日本新任农林水产大臣小泉进次郎周一表 示，日本将以固定价格出售额外的储备米，旨在将飙升的大米价格减半。 日本农业部表示，日本政府计划通过谈判合同额外投放30万吨储备米，批发价约为每60公斤1万日元。 日本农业部表示，此举将使零售价格从目前每5公斤4268日元降至2000日元左右。 日本粮食价格在过去一年中上涨了一倍。日本政府努力控制失控的大米价格之际，日本7月参议院选举 渐行渐近。此次选举可能进一步打击石破茂领导的少数派政府。在去年选举惨败后，石破茂领导的政府 已经摇摇欲坠。 石破茂的支持率近期一直徘徊在他去年10月份就任以来的最低点，物价上涨仍然是民众不满的主要原 因。4月日本大米价格同比暴涨98.4%，这是自1971年有可比数据以来的最大涨幅。 小泉进次郎表示："毫无疑问，我们目前最紧迫的任务是稳定大米价格，并确保消费者尽快获得负担得 起的优质大米。"他补充说，日本农业部将在全国范围内成立一个约500人的团队，致力于降低大米价 格。 随着生活成本紧缩影响到普通家庭，大米价格上涨已成为公众关注的热点问题。石破茂上周撤换了发 表"从不买米"言论的时任农林水 ...