节点：下游（终端消费/应用）位置：下游情绪：中性参考度：2/10
日本央行内部加息阵营持续扩大。政策委员会成员增一行（Kazuyuki Masu）周四表态转鹰，呼吁在缺0047;经济放缓明确信号的情况下尽早启动加息。叠加4月会议已有三名委员支持加息，市场对6月加息预期显著升温，日元汇率应声走强。
日本央行周四公布的4月政策会议纪要显示，内部对加息的分歧进一步加剧。尽管当时央行维持0.75%利率不变，但九名委员中有三人持异议，主张加息至1%，反映出对伊朗战争引发能源冲击、通胀压力升温的担忧持续发酵。
增一行在鹿儿岛商界会议上明确释放鹰派信号：“此前判断无需仓促加息，但在经济数据未显示明确下行信号的情况下，应尽早实施加息。”他指出，日本已脱离通缩周期、进入通胀阶段，关键在于通过适时加息将核心通胀稳定在2%目标以内。
随着伊朗战争持续推高燃油与化工品价格，增一行强调这或非短期冲击...日元贬值引发的通胀可能抬升民众预期，进而影响核心通胀。
The complete content requires login
You can view the full content after logging in. If you don't have an account, please register first.
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
