凯投宏观:关税不确定性可能将日本央行的加息推迟至 2026 年
Jul 08, 2025 12:19:19
Share to

ChainCatcher 消息,凯投宏观表示,关税问题继续缺乏明确性,可能会推迟日本央行收紧货币政策的行动。该机构的基本预测仍然是,东京将与华盛顿达成协议,以避免 25% 的关税威胁。如果这种情况很快发生,而且不提高关税水平,或者只是适度提高关税水平,那么日本央行 10 月份加息的理由就不会动摇。
目前的通胀率远高于日本央行 5 月份的预测,而且日本经济到目前为止表现还算不错。但经济学家 Marcel Thieliant 表示,任何进一步谈判的拖延或关税的大幅提高,都可能会说服央行将加息推迟到明年。
Latest News
Cathie Wood's ARK partners with SOL Strategies for staking services
Cointelegraph
Jul 29, 2025 00:10:20
How high can BNB price go? Market analyst predicts $2K cycle top
Cointelegraph
Jul 29, 2025 00:05:00
From 232% to 13%: What Happened to Bitcoin’s Short-Term Gains?
CryptoPotato
Jul 29, 2025 00:04:13
Metaplanet Boosts Bitcoin Stash Above $2 Billion With Latest 780 BTC Acquisition
ZyCrypto
Jul 28, 2025 23:35:39
Solana treasury company Upexi enters into $500 million line of credit agreement to fund additional SOL token buys
The Block
Jul 28, 2025 23:26:10