【摩根大通:贝森特将日本央行逼入加息的进退两难困境】在美国财政部长斯科特·贝森特发起公开施压行动之后,日本央行行长植田和男在临近本月政策决议之际,面临着异常严峻的金融市场动荡风险。摩根大通证券首席日本经济学家藤田绫子表示:“在美国如此明确表态之后,如果日本央行不采取行动,将会是个问题。但如果市场认为日本央行没有美国的顺风就无法加息,那就会对加息的有效性构成重大风险。”“当前长期利率的上升速度,其实并非日本央行的过错。真正能同时遏制日元走弱和长期利率上升的,是政府发出可信的财政信号。”
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