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日本央行政策正常化
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荷兰国际:东京通胀降温但维持高位 日本央行加息路径不改
news flash· 2025-07-25 03:09
荷兰国际:东京通胀降温但维持高位 日本央行加息路径不改 金十数据7月25日讯,荷兰国际集团经济学家Min Joo Kang表示,7月东京通胀虽有所回落,但仍保持足 以支撑日本央行政策正常化的高位。尽管日本政府平抑物价的措施初见成效,但东京核心通胀压力依然 高企。"即便如此,我们预计日本央行下周将按兵不动,"她指出。市场焦点因而转向季度展望报告及对 美贸易协议的评论。荷兰国际预计,日本央行将上调2025和2026财年剔除能源的核心通胀预测。该机构 认为美日关税协议对经济利空,但央行可能乐见协议消除不确定性。她表示,"这是个艰难抉择,但我 们仍维持10月最可能加息的判断。" ...
澳大利亚国民银行:随着日本央行政策正常化,今年下半年日元兑美元汇率可能升破1美元兑140日元。
news flash· 2025-06-10 03:36
Core Viewpoint - The National Australia Bank suggests that the Japanese yen may strengthen against the US dollar, potentially surpassing 140 yen per dollar in the second half of this year as the Bank of Japan normalizes its monetary policy [1] Group 1 - The Japanese yen is expected to appreciate against the US dollar due to changes in the Bank of Japan's monetary policy [1] - The forecast indicates a potential exchange rate of over 140 yen per dollar in the latter half of the year [1]