东京通胀小幅走高 为日本央行加息提供支撑

格隆汇
Aug 28
东京核心通胀指标连续第三个月加速上涨,市场对9月加息的预期升温,这进一步为日本央行再度加息提供依据。日本总务省周五公布,东京8月剔除生鲜食品的消费者物价指数同比上涨1.8%,7月该数值为1.7%,数据与经济学家预期中值一致。东京物价数据被视作全国物价走势的先行指标,不过首都地区的数据有时会受到地方政府减免学费等政策扰动。剔除生鲜食品与能源的核心‑核心CPI同比上涨2%,整体CPI同比上涨1.9%。通胀主要拉动项为教育娱乐耐用品成本以及医疗费用。即便高市早苗出台多项措施降低生活成本,物价依旧上涨,该现象将支撑日本央行最早于下月加息。隔夜指数掉期显示,交易员定价显示9月加息概率约82%。尽管美日7月实施联合干预,但日元持续走弱,通胀风险居高不下,市场对央行下月行动的预期进一步抬升。

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