凯投宏观:日本PMI支持日本央行在10月恢复加息

Odaily
Jun 23, 2025

Odaily星球日报讯 日本最新的 PMI 数据支持了凯投宏观的观点,即日本央行可能尽早加息。日本 6 月综合 PMI 升至 51.4 的四个月高点。6 月份制造业和服务业 PMI 均小幅上升。凯投宏观经济学家 Abhijit Surya 写道,制造业产出指数表明工业生产重新加速,而新的出口订单表明销量适度增长。服务业 PMI 远高于历史平均水平,与消费者支出的可观增长一致。总而言之,预计日本央行有理由在 10 月加息,而不是像许多人预期的那样在明年年初加息。(金十)

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