Core Viewpoint - Japan's ruling coalition faced a historic defeat in the recent House of Councillors election, marking the first time since the Liberal Democratic Party's (LDP) establishment in 1955 that it lost a majority in both houses, leading to increased political fragmentation and uncertainty in the economy [1][2] Economic Impact - Rising inflation and the introduction of foreign immigrants have led to public discontent against the LDP, exacerbated by the impact of the Russia-Ukraine conflict, which has caused a reversal of Japan's long-standing deflation and uncontrolled rice prices [1][2] - The Bank of Japan's benchmark interest rate remains at 0.5%, contributing to yen depreciation and import-driven inflation, while the influx of foreign tourists and investors has intensified local resentment towards foreigners [1][2] Political Dynamics - The political landscape is shifting towards the right, with younger voters supporting right-wing parties advocating for "Japan First" policies, which include rejecting immigration and proposing tax cuts and subsidies to alleviate living costs [1][3] - Prime Minister Kishida's weakened political foundation may hinder substantial concessions in U.S.-Japan trade negotiations, potentially leading to a stalemate in both the political arena and trade discussions [2][3] Fiscal Challenges - The call for tax reductions, particularly on consumption tax, is gaining traction, with 52% of the public supporting such measures, despite concerns that this could worsen Japan's fiscal situation and lead to increased long-term interest rates [3][4] - Japan's national debt stands at 250% of GDP, the highest among developed nations, necessitating low interest rates to manage government interest costs while stimulating exports [2][3] Market Reactions - Political uncertainty is expected to negatively impact yen-denominated assets, potentially driving international capital away from the Japanese bond market, which could trigger broader risks in U.S.-Japan capital markets [4]

新京报讯（记者王萍）近日，中国烹饪协会发布6月中国餐饮业表现指数报告（以下简称"报告"）。报 告显示，6月餐饮业表现指数为49.98，上升0.56。中国烹饪协会表示，自2024年8月以来餐饮业表现指数 小幅震荡，逐渐接近中性水平，整体延续近11个月的持续微收缩态势。行业正处于整体复苏与结构性调 整的交互作用叠加影响期。 在6月各业态表现指数中，中式快餐、休闲餐、小吃和饮品业态表现指数高于中性水平。其中，中式快 餐、休闲餐和小吃业态现状指数分别上升7.82、14.08和8.10。此外，从投资预期指数与季度预期指数 看，尽管餐饮业长期处于持续微收缩状态，但投资预期指数与季度预期指数已连续12个月高于中性水 平。这显示出在政策支持和市场回暖的大趋势下，企业和门店对投资持乐观的态度，对于餐饮业发展前 景仍然看好。 编辑 王琳 校对 杨利 餐饮业经营情况调研数据显示，6月餐饮业门店盈利指数为46.16，客流量指数为49.23，环比分别上升 1.56、5.78；门店销售额指数为43.30，用工规模指数为44.65，环比分别下降2.01、0.44。这反映出，尽 管有更多的顾客光顾，但平均消费额却有所降低，这与市场竞争加剧、 ...