3 月 21 日,CoinDesk 分析师 James Van Straten 表示,就在日元恐慌似乎有所缓解之际,日本公布的核心通胀数据再次上升。周五早间公布的数据显示,日本 2 月核心通胀同比上涨 3%,虽低于 1 月的 3.2%,但高于市场普遍预期的 2.9%。同时,整体消费者价格指数(CPI)从 4% 降至 3.7%。
总体来看,这两项指标仍然远高于日本央行 2% 的通胀目标,这也印证了央行行长黑田东彦对日本摆脱数十年通缩的判断。值得注意的是,自去年 11 月以来,日本的整体通胀率一直高于美国,目前高出近 100 个基点(bps)。
持续的高通胀,加上工资上涨,进一步推动了市场对日本央行加息的呼声。换句话说,可能引发风险资产(包括加密货币)波动的日元反弹风险再次浮现。
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