通胀超预期风险
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日本央行高田创:需要进一步调整货币宽松政策,物价目标已基本实现!最初对关税影响的担忧已有所缓解,必须留意日本通胀可能超预期的风险
Sou Hu Cai Jing· 2025-10-20 04:15
Group 1 - The core viewpoint is that the Bank of Japan, represented by Governor Haruhiko Kuroda, indicates a need for further adjustments to the monetary easing policy as the inflation target has been largely achieved [1] - Initial concerns regarding the impact of tariffs have eased, suggesting a more stable economic outlook [1] - There is a cautionary note regarding the potential for inflation in Japan to exceed expectations, highlighting the need for vigilance [1]