凯投宏观:日本薪资增长放缓不太可能阻止日本央行加息

格隆汇
Jul 07

凯投宏观高级亚太经济学家阿比吉特·苏里亚表示,5月日本薪资增长放缓不太可能阻止日本央行进一步加息。他指出,此前公布的初步数据显示,日本劳动现金收入增速从4月的3.6%放缓至5月的3.2%。苏里亚称:“尽管近期有所放缓,但基本工资增长的各项指标仍远高于2025年平均水平,且相对于历史水平仍处于高位。”他补充道:“我们认为今天的数据不太可能改变日本央行对劳动力市场依然紧张的基本判断。”凯投宏观维持其观点,预计日本央行将在2027年底前将利率上调至2%。

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