在周一选举后的首次会面中，日本首相与植田和男就经济问题展开讨论并交换了总体看法，但未提出具 体要求。 智通财经APP获悉，据一位日本央行前政策委员会委员称，日本央行极有可能在今年 4 月的议息会议上 决定加息。安达诚司(Seiji Adachi)指出，相比于数据尚不充分的 3 月，4 月将汇集"春斗"薪资谈判最终 结果、企业短观调查以及最新的季度通胀展望等多项核心指标。这些关键数据将为决策者提供确凿证 据，以确认"薪资与物价良性循环"的目标已经达成，从而为进一步收紧货币政策提供坚实的实证支撑。 在安达诚司的政策路线图中，他预测日本利率有望分步、循序渐进地提升至 1.25% 左右。他强调， 1.25% 不仅是本轮加息周期的重要节点，更象征着日本货币政策正式回归"常态化"起点——届时日本将 彻底告别长达数十年的抗通缩特殊政策环境。 安达诚司的观点与日益增强的市场预期形成一致——即在日本央行行长植田和男领导下，货币政策可能 会在春季有所动作，这一时间点早于大多数经济学家在去年12月最后一次加息后所做出的预测。 在政治与宏观环境的博弈方面，尽管日本现任首相高市早苗在传统立场上被视为扩张性货币政策的拥护 者，但安达诚司 ...

Core Viewpoint - The Chinese financial system is resilient and can withstand external uncertainties and pressures, with a focus on self-reliance and proactive policies to maintain stability in the face of global challenges [1][5]. Group 1: Economic Resilience - China's economy is facing "triple pressures," but the financial system is solid and capable of maintaining stability [1]. - The proactive measures taken, such as controlling the pandemic and returning to normal monetary policy, have provided ample space for the financial sector to respond to uncertainties [2]. - The average annual CPI growth in China since 2018 is 2.1%, while the CPI in January 2022 was only 0.9%, indicating manageable inflation compared to developed economies [3]. Group 2: Financial Risk Management - From 2017 to 2021, China dismantled 25 trillion yuan of high-risk shadow banking and dealt with approximately 1.2 trillion yuan of non-performing assets, improving the financial risk landscape [3]. - The real estate sector, previously seen as a significant risk, has shown signs of stabilization due to effective regulatory measures [4]. - The overall financial system is robust, with sufficient capacity to handle internal and external shocks, provided no extreme external events occur [4]. Group 3: Monetary Policy and Market Stability - China's monetary policy has been cautious compared to other major economies, allowing for a stable economic environment despite global tightening [5][6]. - The recent financial data has exceeded market expectations, with new credit and social financing indicators reaching record highs in January [6]. - The "safe haven" status of RMB assets is becoming more pronounced, with foreign institutions continuing to invest heavily in Chinese bonds, expected to reach 700 to 800 billion yuan in 2022 [8]. Group 4: Currency Stability - The RMB exchange rate has remained stable amidst global market fluctuations, reflecting the strength of China's financial system [7]. - In 2021, the RMB appreciated by 2.3% against the USD, showcasing its resilience [7]. - As of January 2022, foreign institutions held 4.07 trillion yuan in the interbank bond market, indicating strong demand for RMB assets [7].