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。 ...

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 - The price of paper gold has decreased slightly, currently trading at 770.57 CNY per gram, with a decline of 0.44% [1][2] - The opening price today was 773.97 CNY per gram, with a high of 776.57 CNY and a low of 766.71 CNY [1][2] - The U.S. government's imposition of a 25% tariff on Japanese automobiles is significantly impacting Japan's key economic sector [1] Group 2 - Japan's core inflation rate in April reached a two-year high, primarily driven by rising food prices, complicating the Bank of Japan's decision-making [2] - A Reuters survey indicates that most analysts expect the Bank of Japan to maintain its current policy until June, but there is a growing expectation for a 25 basis point rate hike in the third quarter [2] - The Bank of Japan may delay its timeline for achieving a 2% inflation target, which will be an important indicator for future policy direction [2]

Group 1 - The Bank of Japan is expected to signal a pause in policy normalization due to increased global uncertainty from U.S. tariffs, while still retaining the option to gradually raise interest rates when the economic outlook becomes clearer [1][4] - A survey of 54 economists indicates that the Bank of Japan will likely maintain the benchmark interest rate at 0.5% during the upcoming policy meeting [1] - The central bank's quarterly economic outlook report will be closely monitored for insights on the duration of the policy pause, with expectations that core inflation will remain around 2% by the fiscal year 2027 [1][4] Group 2 - The uncertainty surrounding U.S. tariffs has led to a significant drop in expectations for a rate hike before September, from 89% to 45% in a recent survey [6] - Japan is facing severe tariff challenges, including a 25% tariff on key industries and a projected 0.5 percentage point reduction in economic growth due to these tariffs [7] - Despite the downward pressure on the economy from tariffs, Japan's inflation rate remains above the Bank of Japan's 2% target, with recent data showing inflation in the Tokyo area exceeding analyst expectations [8] Group 3 - Public dissatisfaction with rising living costs has led to a decline in Prime Minister's approval ratings, prompting government measures to lower fuel prices and restore utility subsidies [11] - The consumer confidence index in Japan fell to its lowest level in two years, while long-term inflation expectations among households and businesses are on the rise [11] - The Bank of Japan is caught in a dilemma between high inflation and potential economic slowdown, making it crucial to maintain a cautious approach to interest rate hikes [11]

金十数据4月25日讯，东京4月份的通胀增长速度较上月加快，达到两年来的最高水平，为日本央行的加 息立场提供了支持。美国关税措施带来的不确定性，使日本央行的加息立场变得更加复杂。日本内务部 周五发布的一份报告显示，4月份不包括新鲜食品在内的东京核心CPI较上年同期上涨3.4%，原因是去 年学费下调以及食品和能源价格上涨加速了通胀，这一结果高于经济学家3.2%的预测中值。东京的整 体通胀年率从3月份的2.9%上升至3.5%。东京的通胀是衡量日本全国物价涨幅的领先指标。在日本公布 最新通胀数据之际，围绕美国总统特朗普关税行动的不确定性，给日本央行逐步加息、进一步缩减货币 宽松规模的计划带来了压力。 东京物价涨幅创两年来最大，支撑日本央行加息路径 ...

日本央行行长植田和男：如果我们预测的基础性通胀率将趋近于2%的预期成真，日本央行预计将继续 加息。 ...

智通财经4月24日电，国际货币基金组织(IMF)高管称，如果IMF的假设情景成真，日本央行可能会推迟 进一步加息的时程 。 ...

IMF世界经济展望报告：由于美国提高关税的影响，日本央行预计将以"低于十月预期的速度"加息。 ...

日本股市，大幅上涨！ 今日，亚太市场多数上涨，日经225指数一度涨超700点，盘中涨幅超过2%。当天，日本首相石破茂表 示，目前没有考虑对美采取报复性关税措施。石破茂称，日本经济再生大臣赤泽亮正本周将作为首席贸易 谈判代表首次访问美国，启动与美国的贸易谈判。 同日，日本央行行长植田和男表示，由于美国的关税政策，全球和日本国内经济的不确定性急剧上升。日 本央行将从可持续实现2%通胀目标的角度出发，审视经济、物价和金融发展的同时，适当引导货币政 策。 高盛分析师表示，如果日元对美元汇率升至130，日本持续通胀的前景变得黯淡，日本央行可能会考虑暂 停加息。 另据最新消息，花旗将日本股市评级从"减持"上调至"增持"。 日本股市走强 日本股市今日大幅走强，日经225指数盘中一度涨超700点。截至收盘时，日经225指数上涨近400点，涨 幅为1.18%。特朗普政府宣布将智能手机排除在"对等关税"对象之外，缓解了相关行业受影响的担忧，这 也支撑了日本股市。 九州金融集团涨近4%，南都银行、名古屋银行涨近3%，三井住友金融集团涨近2%。电子零件制造商 TDK（东电化）涨超4%，芯片测试设备制造商爱德万测试涨幅接近5%，为iP ...