跟进:日本银行维持利率1.25%不变:基础通胀2013年以来首次大致达到2%目标,决议8比1通过

日本银行(BOJ)10月30日结束为期两天的货币政策会议,宣布将短期政策利率维持在1.25%不变。这一利率是日本银行9月加息后达到的约三十一年来最高水平;本次决议以8比1的投票结果通过,政策委员Hajime Takata投下反对票,主张把利率上调至1.5%。
日本银行同时上调了通胀展望,将2027财年的价格展望上调至2.6%,并评估认为基础通胀已经大致达到2%的价格稳定目标。据道琼斯通讯社报道,这是自2013年日本银行与日本政府签署共同声明、设定2%通胀目标以来,基础通胀首次被评估为大致达标。
日本银行行长植田和男在会后记者会上表示,要实现通胀目标,重要的是让2%的通胀稳定、可持续地达成,「在这个意义上还没有完全到位」,关键是让基础通胀牢牢锚定在2%。
市场目前预计日本银行在12月会议上再次加息的概率约为80%。财务大臣片山皋月(Satsuki Katayama)在决议公布后表示,期待日本银行妥善管理货币政策、维持稳定的2%通胀,但对央行关于基础通胀已大致达标的评估未作评论。
Follow-Up: Bank of Japan Holds Rate at 1.25% in 8-1 Vote as Underlying Inflation Broadly Reaches 2% Target for First Time Since 2013
The Bank of Japan (BOJ) ended its two-day policy meeting on October 30 by keeping its short-term policy rate unchanged at 1.25%, the level reached after its September hike, a roughly three-decade high. The decision passed by an 8-1 vote, with board member Hajime Takata dissenting in favor of raising the rate to 1.5%.
The BOJ also revised up its inflation outlook, lifting its price forecast for fiscal 2027 to 2.6%, and judged that underlying inflation has broadly reached its 2% price stability target. According to Dow Jones Newswires, it is the first time since 2013, when the BOJ signed an accord with the government to defeat deflation and adopted the 2% target, that underlying inflation has been assessed as broadly on target.
Governor Kazuo Ueda told a news conference that what matters is achieving 2% inflation stably and sustainably. "In that sense we are not quite there yet," he said. "The key is for underlying inflation to become firmly anchored at 2%."
Markets are now pricing in about an 80% chance of another rate hike at the BOJ's December meeting. Finance Minister Satsuki Katayama said after the decision that she expects the central bank to manage monetary policy appropriately to sustain stable 2% inflation, while declining to comment on the BOJ's view that it has broadly met its price goal.
来源:GSM·美国(原文链接)
图片来源:图:位于东京日本桥的日本银行总部本馆。Suicasmo 摄,CC BY-SA 4.0,经 Wikimedia Commons。 / The Bank of Japan head office main building in Nihonbashi, Tokyo. Photo by Suicasmo, CC BY-SA 4.0, via Wikimedia Commons.
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