AI播客：换个方式听新闻 下载mp3 植田和男在周四的新闻发布会上被问及下一次加息时机时说，"并非说我们要等到基础通胀牢固地达到 2%才会行动。我们的决定取决于基础通胀达到该水平的可能性有多大。" 分析人士称，总而言之，这些信号表明日本央行正在为再次加息做准备，同时对确切时机保留了所有选 项。 三菱日联摩根士丹利证券的首席债券策略师Naomi Muguruma说，"这份展望报告清楚地表明，日本央行 正开始为加息奠定基础，日本央行似乎对其持久地达到通胀目标的前景充满信心，它可能不急，但这是 在暗示从现在起每一次政策会议都可能是采取行动的时点。" 日本央行下一次政策会议将在9月举行，另一次在10月，届时委员会将对增长和物价预测进行季度审 查，其今年的最后一次议息会议在12月。 音频由扣子空间生成 日本央行本周为其恢复加息奠定了基础，首次明确阐述了持续的食品价格上涨可能引发基础广泛的通胀 的风险。 分析人士称，尽管市场对日本央行行长植田和男在周四（昨日）政策会议后的评论作出了鸽派解读，但 他的大部分指引都表明，在经历了一段观望期后，该行正悄悄地重回行动轨道。 委员会通胀偏向的转变，及其对美国关税影响不那么悲观的看法 ...

Core Viewpoint - The Governor of the Bank of Japan, Kazuo Ueda, stated that core inflation is currently below the price target set by the central bank [1] Group 1 - The Bank of Japan's current core inflation rate is lower than the target, indicating potential challenges in achieving desired inflation levels [1] - Ueda emphasized the need for continued monitoring of economic conditions to assess inflation trends [1] - The statement reflects ongoing concerns regarding Japan's economic recovery and inflation dynamics [1]

美联储威廉姆斯：整体通胀接近2%，但基础通胀仍然偏高。 ...

Core Insights - The Brazilian Central Bank has indicated that recent data shows core inflation and underlying inflation metrics remain above the inflation target [1] Summary by Category - **Inflation Metrics** - Core inflation and underlying inflation indicators are currently higher than the established inflation target [1]

Core Viewpoint - The Governor of the Bank of Japan, Kazuo Ueda, indicated that rising food prices may influence core inflation by either affecting wages or making price increases easier [1] Group 1 - Rising food prices are a potential factor in influencing core inflation metrics [1] - The relationship between food prices and wages could lead to broader inflationary pressures [1] - The Bank of Japan is monitoring these developments closely to assess their impact on monetary policy [1]

Core Viewpoint - The Chief Economist of the Reserve Bank of New Zealand, Conway, indicates that underlying inflation is continuing to ease [1] Group 1 - The Reserve Bank of New Zealand is observing a persistent reduction in core inflation [1] - This trend suggests a potential shift in monetary policy considerations moving forward [1]

日本央行行长植田和男：鉴于基础通胀水平比几年前更接近2%，我们需要谨慎评估食品价格上涨将对 核心通胀产生的影响。 ...

日本央行副行长内田真一：日本的基础通胀以及中长期通胀预期可能会暂时停滞。 ...

日本央行行长植田和男：关注不断上升的物价对基础通胀的影响。 ...

日本央行行长植田和男：汇率应以经济基本面为基础进行变动。当基础通胀停滞不前时，没有必要仓促 加息。 ...