《日本时报》近日报道称，依旧处于高位的米价引发零售商的担心，他们担忧消费者会因价格原因减少 购买，导致利润下降。此外，由于新米的价格相对较高，许多注重预算的消费者选择价格较低的2024年 产大米，进一步压缩了零售商的利润空间。 与此同时，《西日本新闻》报道称，作为应对夏季高温的措施，日本政府于今年7月至9月恢复的电力和 燃气补贴将按计划终止。这项补贴曾为普通家庭每月节省1000日元左右的电费和燃气费开销。日本10家 主要电力公司和4家主要城市燃气公司已宣布，10月份家庭用电/燃气标准费用将较上月上调。 日本上一次食品"涨价潮"发生在2023年。受原材料价格大幅上涨、日元贬值增加进口成本等因素影响， 日本当年有超过3.2万种食品价格上涨，数量为30年来最多。帝国数据银行此前的调查显示今年日本累 计价格上涨商品数量将超过去年的1.252万个，最多将达到2万个左右。该机构分析称，2025年的价格上 涨呈扩大趋势，价格上涨的动力来自服务衍生成本的上涨。 【环球时报特约记者 孙默】"在物价持续高涨的背景下，从10月起家庭负担将进一步加重。"《西日本 新闻》29日报道称，预计10月份日本涨价的食品和饮品数量时隔半年后将再 ...

（文章来源：第一财经） 据外媒报道，美联储巴尔金表示消费者对物价上涨感到精疲力尽。 ...

日本自民党新总裁选战打响 下一任日本首相将从他们中产生 中新网9月22日电 综合日媒报道，日本自民党22日上午发布党总裁选举公告，5人报名参选，赢家如无 意外有望成为日本下一任首相。分析称，此次选举预计出现混战，地方票预料将成选举关键。 候选人简历一览 据报道，日本首相石破茂此前宣布辞去自民党总裁职务后，自民党22日发布党总裁选举公告。报名参选 的人选包括： 自民党前干事长茂木敏充(69岁)，毕业于美国哈佛大学研究生院，曾在外资咨询公司任职，1993年从日 本新党首次当选众议员，1995年加入自民党； 现任内阁官房长官林芳正(64岁)，毕业于美国哈佛大学研究生院，1995年首次当选参议员，2021年转战 众院选举并当选，历任防卫相、农相等，曾隶属原岸田派； 资料图：高市早苗。 地方票成选举关键 据报道，日本自民党总裁选举将在10月4日举行，并在当天公布结果。 日本共同社分析称，此次选举的争论点将是如何构建多数派执政框架、应对当前物价上涨以及重建自民 党等。此次选举预计出现混战，国会议员与党员党友地方票同为295票，而后者将是关键。争夺可能持 续至最终投票。 根据安排，自民党新任总裁选出后，日本国会将举行首相指 ...

Core Insights - Japan's core Consumer Price Index (CPI) excluding fresh food rose by 2.7% year-on-year in August, marking the first decline below 3% since November of the previous year [1] - The primary driver of price increases in Japan remains the rise in food prices, with significant increases observed in grains, beverages, meat, and eggs [1] - The government subsidies on summer electricity and gas bills have somewhat mitigated the inflationary pressures [1] - Economists anticipate a slowdown in price increases in the latter half of the year, raising questions about the timing of potential interest rate hikes by the Bank of Japan [1] Price Changes - Ordinary japonica rice prices saw a year-on-year increase of 68.8%, while coffee beans, chocolate, and egg prices rose by 47.6%, 49.4%, and 16.4% respectively [1] - The previous year's "rice shortage" contributed to the high price levels, which is a factor in the current decline in inflation rates [1]

Economic Growth - Kyrgyzstan's GDP for the first eight months of the year reached 1.0421 trillion som (approximately 11.9 billion USD), reflecting an 11.0% year-on-year growth [1] - Significant growth was observed in the pharmaceutical, food processing, building materials, and chemical industries, which were key drivers of industrial growth [1] Sector Performance - The construction sector experienced a remarkable growth of 34.8% [1] - Wholesale and retail trade grew by 11.6%, while agriculture saw a modest increase of 2.4% [1] Price Trends - Consumer prices in Kyrgyzstan rose by 5.1% compared to December of the previous year, with food prices experiencing a higher increase [1] - Factors contributing to the price rise include reliance on imported food, international market price increases, rising fuel and transportation costs, and higher public service prices [1] Trade Dynamics - The total import and export volume for the first seven months was 8.664 billion USD, marking a 6.4% year-on-year decline [1] - Exports decreased by 13.3%, while imports fell by 4.8% [1] - Trade with members of the Eurasian Economic Union amounted to 2.911 billion USD, showing a 3.2% year-on-year increase, with Russia and Kazakhstan being the main trading partners [1] Economic Outlook - The current economic situation is characterized by strong domestic demand and pressure on foreign trade [2] - Increased government investment in infrastructure and efforts to diversify the industrial sector are expected to stabilize economic growth, although rising prices and external trade pressures pose challenges [2]

Group 1 - The impact of tariffs on price increases varies by industry [1] - Federal Reserve's Goolsbee emphasizes that the relationship between tariffs and inflation is not uniform across sectors [1] - Different industries may experience different levels of price sensitivity to tariff changes [1]

Economic Activity - The Federal Reserve's "Beige Book" indicates that most of the 12 Federal Reserve districts reported little change in economic activity, with only four districts noting moderate growth [1] - Consumer spending remained flat or declined across most districts, with many households' incomes not keeping pace with rising prices [1] - Nearly all districts reported price increases related to tariffs, with significant impacts on input costs [1] Employment Trends - Overall employment levels showed little change across 11 Federal Reserve districts, with one district experiencing a slight decline [2] - Seven districts reported that businesses were reluctant to hire due to weak demand and economic uncertainty, while two districts noted an increase in layoffs [2] - The reduction in immigrant labor, particularly affecting the construction industry, was highlighted as a significant factor impacting employment [2] Inflation and Price Expectations - Most regions described current price increases as "moderate to modest," but many businesses expect prices to continue rising in the coming months, with three districts anticipating further increases [1] - The report emphasized that businesses are cautious about raising prices due to concerns over potential loss of customers [1] Federal Reserve's Policy Outlook - The upcoming Federal Reserve meeting on September 16-17 is expected to be influenced by the economic conditions outlined in the "Beige Book" [4] - The probability of a 25 basis point rate cut is projected at 96.6%, with only a 3.4% chance of maintaining current rates [4]

Core Viewpoint - The report indicates that price increases related to tariffs have been observed across all Federal Reserve districts in the U.S. from mid-July to the end of August, leading to a stagnation or decline in consumer spending due to rising costs outpacing wage growth [3][4][5]. Economic Impact - The Federal Reserve's "Beige Book" report, compiled from surveys of the 12 Federal Reserve Banks, highlights significant price increases in inputs, particularly in insurance, utilities, and technology services, with many companies passing these costs onto consumers [3][4]. - The average trade-weighted tariff rate for all products imported into the U.S. has risen sharply to 20.11% as of August 7, compared to just 2.44% at the beginning of the year, reflecting the government's aggressive tariff policies [5]. Labor Market Conditions - Employment levels across 11 Federal Reserve districts have remained largely unchanged, with one district reporting a slight decline in employment. Seven districts noted a reluctance among businesses to hire due to weakened demand or increased uncertainty, while two districts experienced an increase in layoffs [4].

Group 1 - The Federal Reserve's Beige Book report indicates that from mid-July to the end of August, all Federal Reserve districts experienced price increases related to tariffs [1] - Many Federal Reserve districts reported significant impacts of tariffs on input prices, with increases noted in insurance, utilities, and technology services [1] - Companies have largely passed on rising costs to customers, and businesses expect prices to continue rising in the coming months [1] Group 2 - Due to increased economic uncertainty and higher tariff rates, many households' wage growth has not kept pace with rising prices, leading to stagnant or declining consumer spending across all Federal Reserve districts [1] - The overall employment level remained unchanged in 11 Federal Reserve districts, with one district showing a slight decline in employment [1] - Seven Federal Reserve districts reported reluctance among businesses to hire due to weakened demand or increased uncertainty, while two districts noted an increase in layoffs [1] Group 3 - The U.S. government has been imposing higher tariffs on trade partners, with tariff rates ranging from 10% to 41% announced on July 31 [2] - The trade-weighted average tariff rate for all products imported into the U.S. rose significantly to 20.11% as of August 7, compared to just 2.44% at the beginning of the year [2]

Group 1 - The Federal Reserve's Beige Book report indicates that from mid-July to the end of August, all Federal Reserve districts experienced price increases related to tariffs [1] - Many districts reported significant impacts of tariffs on input prices, with increases noted in insurance, utilities, and technology services [1] - Companies have largely passed on rising costs to customers, and businesses expect prices to continue rising in the coming months [1] Group 2 - Due to increased economic uncertainty and higher tariff rates, many households' wage growth has not kept pace with rising prices, leading to stagnant or declining consumer spending across all Federal Reserve districts [1] - The overall employment level remained largely unchanged in 11 Federal Reserve districts, with one district experiencing a slight decline in employment [1] - Seven districts reported reluctance among businesses to hire due to weakened demand or increased uncertainty, while two districts noted an increase in layoffs [1] Group 3 - The U.S. government has been imposing higher tariffs on trade partners, with tariff rates ranging from 10% to 41% announced on July 31 [2] - The trade-weighted average tariff rate for all products imported into the U.S. rose significantly to 20.11% as of August 7, compared to just 2.44% at the beginning of the year [2]