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在今日结束的12月政策会议上,日本央行(BoJ)全票通过将关键政策利率上调至0.75%,创1995年以来新高。此举显示央行对日本已逐步摆脱数十年通缩的信心增强,核心通胀已持续高于2%的目标水平。
日本央行声明要点
市场反应:“买传言,卖事实”
尽管加息,日元对美元小幅走弱,USD/JPY 上升至接近 156.00。市场已充分消化鹰派预期,投资者在公布后平仓获利。
日本股市则因不确定性消除而获得提振,日经指数回升部分跌幅。
接下来关注
市场关注 行长上田和夫(Kazuo Ueda)会后记者会,投资者寻求未来正常化节奏的指引。在实际利率仍为负、通胀高于目标的背景下,市场普遍认为加息周期将逐步启动。多位经济学家预计下一次加息可能在2026年中,取决于明年春季工资谈判结果。
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