澳新 银行的Khoon Goh报告称，新加坡金融管理局料将于2026年成为该地区首个收紧政策的央行。他预 计此举最早将在7月进行。他表示："虽然2026年的增长前景不确定，但风险平衡略微偏向上行。"他还 预计，新加坡金管局的核心通胀已经见底，并将在2026年上升。Goh指出，新加坡金管局在其他时期也 曾率先在该地区收紧政策——例如2010年全球金融危机后或2021年疫情后复苏期间——这些举措被认为 是为了抢先应对通胀压力。他称："通过及早做出改变，新加坡金管局可以避免落后于形势，以及之后 被迫采取更多行动。" ...

Group 1 - The USD/JPY exchange rate is under pressure, currently at 152.9000, reflecting a decline of 0.10% [1] - The Japanese yen fell to its lowest level since mid-February, reaching 153.229, attributed to concerns over the new leadership of the ruling party and its potential policies [1] - New party leader, Sanae Takaichi, indicated a desire for fiscal expansion aligned with the central bank's stance, causing market uncertainty regarding the yen's future [1] Group 2 - Analysts noted a brief rebound in the yen, suggesting market attention to Takaichi's comments, but uncertainty remains about the implications of "excessive" weakness [2] - The yen's decline is linked to fears of more expansive fiscal policies under Takaichi, although the pace of decline has slowed as traders assess her economic stimulus capabilities [2] - Takaichi emphasized that the Bank of Japan is responsible for monetary policy, but decisions must align with government objectives, reflecting domestic inflation pressures [2]