周四公布的数据显示,日本2月份服务业通胀关键指标同比上涨2.7%,进一步印证了日本央行的观点,即劳动力市场紧张正迫使企业将成本上涨转嫁给消费者。
日本央行强调,只有当通胀率持续达到2%的目标,且是由工资和服务价格上涨而非原材料成本上涨推动时,才会考虑进一步加息。
日本央行数据显示,反映企业间服务价格的企业服务价格指数(Services Producer Price Index, SPPI)在1月份上涨2.6%之后,2月份上涨了2.7%。
数据显示,劳动密集型行业(如酒店业和建筑业)的价格上涨,这表明劳动力短缺正在推高工资和服务业的通货膨胀。
日本央行于 2024 年结束了长达十年的大规模刺激计划,并在 12 月将短期利率上调至 0.75%,当时认为日本即将成功实现其 2%的通胀目标。
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