穆迪分析的Stefan Angrick表示，中东冲突和持续疲软的薪资数据对日本经济构成双重威胁。这场冲突已导致大宗商品价格飙升，推高了该国的进口费用，削弱了贸易平衡和日元。这对家庭和企业来说是双重打击，令人担忧地重现了疫情和乌克兰战争后的通胀冲击。尽管薪酬出现了创纪录的上涨，但薪资增长并未显示出韧性。他表示，虽然今年的薪酬涨幅可能同样强劲，但这并没有像过去那样转化为整体经济的薪资增长。这一切都打乱了日本央行的路径。日本央行可以按兵不动以缓冲经济，但要冒着日元走软和通胀加剧的风险；也可以捍卫日元和遏制物价，但会造成经济损失。

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责任编辑：王永生

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