凯投宏观称，日本第一季度短观调查结果强劲，或为日本央行本月加息提供支持。该公司亚太区主管Marcel Thieliant指出，企业似乎未受伊朗相关能源冲击的影响。他指出，能源密集型行业景气度的减弱被其他领域的韧性所抵消，并补充说，劳动力市场趋紧、大型企业更强劲的资本支出计划，以及高于日本央行2%目标的通胀预期，可能会很快推动该央行收紧政策。

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