大和证券:日本经济增长乏力,政府或推迟宣布通缩结束

格隆汇
Aug 17
大和证券经济学家Kento Minami表示,鉴于周一公布的经济增长数据表现疲软,日本政府不太可能在截至2027年3月的本财年内宣布日本正式走出通缩。高市早苗政府此前表示,在正式宣布结束通缩之前,将密切评估日本经济是否足够强劲、能够避免重新陷入通缩。市场高度关注政府宣布结束通缩的时机,因为这可能影响政府对日本央行进一步收紧货币政策的态度。Minami表示,日本经济基本面正在改善,通胀率、产出缺口和单位劳动力成本等关键指标也显示,日本重新陷入持续性通缩的风险较低。

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