牛津经济:日本央行或加快加息步伐 应对日元贬值与通胀

格隆汇
Aug 31
前日本央行官员、牛津经济研究院经济学家Shigeto Nagai表示,日预计本央行将在今年9月和12月加息,并于2027年4月再次加息,使政策利率升至1.75%。这一政策利率预期高于其此前的预测,加息节奏也更快。此前,他预计日本央行将在今年12月和2027年6月分别加息一次。他表示:“我们认为,日本央行希望应对日元面临的压力以及通胀预期的上升。”不过,他补充称,由于日本央行的政策利率不太可能升至市场隐含的略高于2%的终端利率水平,因此预计日本10年期国债收益率只会达到3%。

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