日本央行副行长内田真一：需要密切关注经济前景是否能够实现。 若经济前景实现，将会加息。 不确定性非常高。 汇率的快速波动增加了前景展望的不确定性。 汇率带来的影响因经济实体而异。 ...

日本央行4-5月货币政策会议意见摘要：一位委员称，若经济展望实现将加息。 一位委员称，需要看看企业的积极心态是否发生了转变。 一位委员称，价格趋势不大可能转为下行。 一位委员称，政策路径可能随时改变。 一位委员称，在关税问题尘埃落定前，须保持观望态度。 一位委员称，加息的方向没有改变。 一位委员称，不确定性极高。 一位委员称，前景展望实现的可能性没有之前那么高。 ...

日本央行会议意见摘要：一位委员表示：日本央行可能会根据经济和物价改善情况继续加息；一位成员 表示，日本央行除了采取观望立场外别无选择，直到美国贸易政策相关事态在某种程度上稳定下来。 ...

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。 ...

Core Insights - The Bank of Japan (BOJ) is considering the timing of its next interest rate hike with particular caution due to rapidly increasing downside risks stemming from U.S. policies [1] Group 1 - A BOJ committee member emphasized the need for careful consideration regarding the timing of the next interest rate increase [1] - The committee member highlighted that the risks associated with U.S. policy changes have escalated quickly [1]

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。 ...