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ForexLive· Eamonn Sheridan·· 2 天前精选AI 评分58

日本央行委员浅田:利率接近中性水平,呼吁谨慎对待加息节奏

BoJ’s Asada, who opposed 2 hikes this year, urges caution on pace as rates near neutral

AI 导读

일본은행 심사위원 아사다 도이치로는 나가사키에서 연설을 하면서 정책금리가 중앙은행이 추정한 1%~2.5% 수준의 중립 범위에 진입했다는 이유로 추가 금리 인상 속도를 신중히 검토할 것을 촉구했습니다. 그는 올해 6월과 9월 모두 금리 인상에 반대표를 던졌고 이로 인해 정책 금리는 1.25%로 인상됐다.

Editorial Comment

Asada explicitly places the current policy rate within the BOJ's estimated neutral range and has voted against rate hikes two consecutive times, offering a dovish first-hand signal on the policy path ahead of the December meeting. For the yen, divisions within the board over the pace of hikes mean policy normalization may proceed more slowly than the market had previously assumed, and the yen's support under interest-rate differential logic warrants reassessment. Traders should focus on changes in board members' remarks and the distribution of votes ahead of the December meeting, rather than the stance of a single member.

推荐理由

日本央行审议委员浅田反对年内两次加息,其讲话为12月会议前的政策路径与日元走势提供了一手线索。

来源:ForexLive · investinglive.com

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