星展:日本央行或将加快加息步伐至每3-4个月一次

格隆汇
Aug 18
星展集团研究部的三位分析师在一份评论中表示,日本央行可能将加息步伐从目前每6个月一次加快至每3至4个月一次。分析师指出:“我们将日本央行下一次加息的预期时间提前至9月,并预计在2027年第一季度和第二季度还将分别加息两次,到2027年年中,隔夜拆借利率将达到1.75%。”他们还指出,日本央行最近的表态更加鹰派,日本政府似乎也不再那么反对提前加息。星展集团同时将日本2026年的GDP增长预期从0.5%上调至0.9%,并将2027年的GDP增长预期从0.5%上调至1.0%。

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