日本央行:加息预期推迟至六月 – 丹麦银行
丹麦研究团队报告称,路透社消息人士表示,由于伊朗战争带来的不确定性,日本央行(BoJ)可能会在4月会议上暂停加息。

Danske 研究团队报告称,路透社消息人士指出,由于伊朗战争带来的不确定性,日本央行(BoJ)可能会在四月会议上按兵不动,暂缓加息。尽管大多数加息条件依然存在,Danske 现预计四月不会加息,并将加息预期推迟至六月,这与当前市场定价一致。

战争不确定性推迟日本央行正常化进程

“在日本,路透社消息人士称,‘日本央行可能会按兵不动,暂缓加息……’原因是战争带来的经济和价格前景不确定性。”

“我们现在预计日本央行将在下周的四月会议上维持利率不变。”

“虽然我们认为大多数加息条件仍然存在,但日本央行不太可能带来任何意外。”

“因此,我们将加息预期推迟至六月,市场目前将其定价为 50% 的概率,尽管这在很大程度上将取决于能源市场的发展。”

(本文由人工智能工具协助生成,编辑审核。)

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