摩根资产管理亚太区首席市场策略师许长泰表示,在去年底最后一次加息后,日本央行时隔半年重启货币紧缩,将政策利率调升25个基点至1%。尽管利率决策符合市场预期,但7比1的投票结果显示,相较于经济增长,理事会仍更侧重于通胀隐忧,尤其是在“落后于曲线”的风险逐渐升温之际。此外,市场对霍尔木兹海峡重新开放的预期升高,使供应链冲击影响的不确定性降低,也为日本央行重启政策正常化提供更多信心。本次会议的另一个焦点...
Source Link摩根资产管理亚太区首席市场策略师许长泰表示,在去年底最后一次加息后,日本央行时隔半年重启货币紧缩,将政策利率调升25个基点至1%。尽管利率决策符合市场预期,但7比1的投票结果显示,相较于经济增长,理事会仍更侧重于通胀隐忧,尤其是在“落后于曲线”的风险逐渐升温之际。此外,市场对霍尔木兹海峡重新开放的预期升高,使供应链冲击影响的不确定性降低,也为日本央行重启政策正常化提供更多信心。本次会议的另一个焦点...
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