责任编辑：栎树 鹰派成员高田创和田村直树表示反对，主张应加息至0.75%。在随后的12月会议上，央行将利率上调至 0.75%的30年来高位。10月会议纪要显示，许多委员认为加息的条件已经成熟，但在美国提高关税影响 的不确定性挥之不去的情况下，他们希望进一步明确明年企业是否会继续加薪。一位委员还指出，高市 早苗政府的政策方向还不确定，也是维持现状的一个原因。日本央行10月底开会时，距离高市政府10月 21日就职仅一周多，这使得央行决策者几乎没有时间去了解新政府对货币政策的看法。 美股频道更多独家策划、专家专栏，免费查阅>> 12月24日，日本央行10月会议纪要显示，日本央行决策者就是否有必要继续将利率上调至中性水平进行 了辩论，其中一些人认为这样做将有助于实现长期稳定的增长，不过由九名成员组成的政策委员会中也 有少数人表示，近期日元汇率下跌可能会推高进口成本，从而导致通胀攀升。在10月的会议上，日本央 行将利率维持在0.5%不变，但行长植田和男就近期加息的可能性发出了强烈信号。 ...

责任编辑：李桐 她在接受访时说："我认为在可预见的未来不太可能出现加息。但我也认为我们将面临通胀力量，这最 终会导致利率不得不再次上调。" 欧洲央行决策者施纳贝尔在周一发布的一次采访中表示，尽管她预计在可预见的未来不会加息，但持续 的通胀压力意味着借贷成本最终仍需上升。 她在接受访时说："我认为在可预见的未来不太可能出现加息。但我也认为我们将面临通胀力量，这最 终会导致利率不得不再次上调。" 责任编辑：李桐 欧洲央行决策者施纳贝尔在周一发布的一次采访中表示，尽管她预计在可预见的未来不会加息，但持续 的通胀压力意味着借贷成本最终仍需上升。 ...

来源：头条新闻 #日本利率水平达到30年最高点# 新浪新闻@前主编 Global丨日本央行采取大胆举措，将利率上调至30 年来的最高水平。 来源：头条新闻 #日本利率水平达到30年最高点# 新浪新闻@前主编 Global丨日本央行采取大胆举措，将利率上调至30 年来的最高水平。 ...

这一举措被视为日本逐步退出长期超宽松环境的重要一步，也反映出当前经济与价格环境正在发生变 化。 从决策背景来看，日本央行内部认为，通胀和经济增长的下行风险已有所缓解。行长植田和男在会后说 明中指出，日本整体经济已呈现出较为明确的价格上涨特征，核心价格指标持续处于正区间。他强调， 只要薪资增长能够延续，并逐步向商品和服务价格传导，基础价格走势就具备稳定性，这也是支持本次 利率上调的重要依据。 在谈及后续政策取向时，植田并未给出固定路径，而是反复强调灵活性。他表示，未来是否继续调整， 将取决于每次会议时掌握的最新数据以及经济和金融环境的变化。对于"中性水平"这一长期讨论的话 题，他坦言目前仍难以精确估算，即使利率已上调至0.75%，整体水平仍可能低于理论区间的下沿。 周五，该机构将短期利率上调至0.75%，达到近30年来的相对高位，并释放出未来仍可能继续调整的信 号。 日本央行将更多关注每一次调整后，经济活动和价格表现的实际反应。 在风险评估方面，外部环境仍被视为重要变量。植田提到，需要持续观察海外贸易政策变化对消费和企 业行为的潜在影响，同时也有委员注意到近期汇率波动可能对价格形成带来影响。对于市场运行问题， ...

在日本央行本周备受期待的加息行动前夕，日元兑所有主要货币走强，交易员正等待关键的美国经济数 据。 这份报告不仅让人们得以审视期待已久的美国劳动力市场真实状况，还将为明年利率路径奠定基调。与 此同时，这恐怕并非一份"常规"就业报告，由于政府停摆的影响，数据的不确定性和异常因素都比往常 更为显著。 三菱日联银行全球市场研究主管Teppei Ino表示，他计划在夜间关注这份关键劳动力市场报告。"如果数 据表现疲软，美元可能遭遇抛售，美元/日元汇率或将跌破154关口。" 日元兑美元汇率一度上涨0.4%至1美元兑154.68日元，而美元/日元的一周期隐含波动率则升至去年11月 以来最高水平。此次波动源于日本大型制造业信心指数攀升至四年来最强水平，进一步强化了市场对日 本央行将利率上调至1995年以来最高水平的预期。 与此同时，交易员也正为即将公布、可能影响美联储利率前景的美国经济数据做准备。定于今日晚些时 候发布的11月美国非农就业报告预计将显示劳动力市场疲软。 就业报告将于北京时间周二21：30公布。根据一项对经济学家调查的中值预测显示，11月美国非农就业 人数预计增加5万人;失业率则可能达到4.5%，延续数月来的攀 ...

By Leika Kihara TOKYO, Dec 5 (Reuters) - Japan's economic revitalisation minister, Minoru Kiuchi, called on the central bank to ​closely communicate with the government in setting monetary policy ‌on Friday, but did not voice opposition to a near-term interest rate hike. Asked ‌about growing prospects of an interest rate hike by the central bank in December, Kiuchi said that specific policy means was for the Bank of Japan to decide. The remarks by Kiuchi, who ⁠is known to be ‌an advocate of loose moneta ...

Core Viewpoint - Economists at Australia's major banks are analyzing the possibility of an interest-rate increase as early as February [1] Group 1 - There is significant number crunching occurring among economists [1]

Core Viewpoint - Bank of Yokohama is preparing to re-enter the domestic bond market as the Bank of Japan approaches its peak interest rate, with expectations of rate hikes in the near future [1][5]. Group 1: Interest Rate Expectations - The Bank of Yokohama anticipates that the Bank of Japan will likely maintain interest rates this month but may raise them to 0.75% in December or January [1]. - The bank's market head, Hitoshi Inoue, predicts that the Bank of Japan will initiate further rate hikes in the fiscal year starting April 2026, potentially reaching a peak of 1.25% [1]. - Inoue expects that these actions could drive the 10-year Japanese government bond yield to around 2%, with the current yield at 1.65% [1]. Group 2: Investment Strategy - The Bank of Yokohama has begun to make "small" purchases of Japanese government bonds, focusing on two-year and five-year maturities due to their attractive yields [4]. - The bank's investment portfolio will primarily consist of sovereign bonds and equity investments in Japan and the U.S. as it adapts to a rising interest rate environment [1]. - The bank plans to maintain its current investment stance through the second half of the fiscal year ending March 2026 [4]. Group 3: Asset Composition - As of June 30, the Yokohama Financial Group's securities investment portfolio was approximately 2.1 trillion yen (about 140 billion USD), with about half allocated to Japanese government bonds and other yen-denominated securities [2]. - Inoue indicated that even with increased holdings in Japanese government bonds, the bank would retain some U.S. Treasury bonds as safe assets [6]. - The bank aims to keep its collateralized loan obligation (CLO) holdings stable, viewing CLOs as "high-quality assets with steady returns" [6].

Core Viewpoint - Jamie Dimon, CEO of JPMorgan Chase, warns that the market is complacent regarding President Trump's tariff plans, emphasizing the need for a tariff framework and a trade agreement between the EU and the US [1][2] Group 1: Tariff and Trade Agreement - Dimon highlights the importance of reaching a preliminary trade agreement between the EU and the US, which may allow the EU to lock in a 10% tariff rate after the August 1 deadline for negotiations on a permanent agreement [1] - He notes that the EU is facing significant competitiveness issues, which are linked to sluggish economic growth in the region, as outlined in a report by former Italian Prime Minister Mario Draghi [1] Group 2: Interest Rate Outlook - Dimon believes that the likelihood of interest rate hikes is higher than market expectations, suggesting a probability of 40% to 50% for an increase, compared to the market's 20% [2] - He indicates that the Federal Reserve is currently in a wait-and-see mode due to expectations of rising inflation, which has prevented any rate cuts this year [1][2]