【穆迪:通胀数据支持日本央行逐步收紧政策】穆迪分析经济学家Stefan Angrick表示,日本通胀数据表明,物价增长放缓的速度将比之前想象的更慢,这为日本央行稍后加息提供了支持。由需求驱动的价格压力的证据仍然很少,但日元贬值和大宗商品价格上涨等因素将使通胀持续。国内外政策背景不稳定,特朗普关税势必会动摇全球贸易。如果日本央行按兵不动,就有可能削弱日元,推高通胀,削弱家庭和企业的购买力。加息将打击依赖贷款的中小型企业和有抵押贷款的家庭。“我们的最佳猜测是,日本央行将继续收紧政策,尽管是逐步收紧。”

金融界
24 Jan
穆迪分析经济学家Stefan Angrick表示,日本通胀数据表明,物价增长放缓的速度将比之前想象的更慢,这为日本央行稍后加息提供了支持。由需求驱动的价格压力的证据仍然很少,但日元贬值和大宗商品价格上涨等因素将使通胀持续。国内外政策背景不稳定,特朗普关税势必会动摇全球贸易。如果日本央行按兵不动,就有可能削弱日元,推高通胀,削弱家庭和企业的购买力。加息将打击依赖贷款的中小型企业和有抵押贷款的家庭。“我们的最佳猜测是,日本央行将继续收紧政策,尽管是逐步收紧。”

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