景顺资管:日本央行或于12月加息25个基点

格隆汇
6 hours ago
景顺资产管理(日本)策略师Tomo Kinoshita在一份报告中表示,继上周五将政策利率上调至1.25%之后,日本央行可能在12月进一步将政策利率上调至1.50%。尽管日本央行近期多次加息,但其季度企业调查显示,企业融资状况几乎没有恶化。受能源价格上涨和日元疲软影响,通胀上行风险已有所上升。美联储的鹰派转向也在加大日元贬值风险。Kinoshita预计,日本央行将在明年3月和7月进一步加息,使利率达到2.0%,从而结束当前这轮紧缩周期。

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