BlockBeats 消息，6 月 17 日，高盛预计，自 4 月货币政策会议以来发布的经济活动和物价指标继续显示出日本国内良性循环的加强，但关税上调的影响可能会在未来实现。从风险管理的角度来看，在高度不确定性的情况下，预计日本央行将在 6 月维持其政策利率不变，同时维持其渐进加息的立场。
高盛认为下一次政策加息是在 2026 年 1 月。关于日本央行对当前日本国债购债缩减计划的中期评估（截至 2026 年 3 月），预计现有计划将维持不变。此后，预计日本央行将在一年时间内继续减少购债规模，尽管步伐会较慢，最终降至每月约 2 万亿日元的水平。这是日本央行对市场参与者提前进行的一项调查的回应范围，也与 QQE 开始前的水平一致。(金十)
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