日本银行
日银0.75%加息：植田展望、市场反应及银行应对
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在12月19-20日政策会议后，日本银行将利率上调至0.75%，引发日元波动、持续高通胀、银行利率调整，以及在美国关税担忧和春斗工资前景下的审慎政府支持。
东京核心通胀1月份降至15个月低点，受汽油补贴和食品价格压力缓解影响，为消费者带来一些缓解。但剔除生鲜食品和燃料的基础指标仍高于日本银行2%的目标，表明向可持续价格增长的持续进展。
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A Bank of Japan quarterly survey for December 2025 showed consumer sentiment rising for two straight quarters, while views on living conditions worsened for the first time in two quarters. The results suggest more people believe the overall economy is improving, though higher prices are burdening livelihoods.
日本银行季度短观调查显示，大型制造商商业信心指数12月升至15，从9月的14上升，标志着自2021年12月以来四年高点。这一改善强化了市场对央行加息的预期。非制造商指数持稳于34。
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Bitcoin traded below $89,000 on December 14, 2025, erasing gains from the Federal Reserve's recent rate cut as markets braced for the Bank of Japan's policy meeting. Traders cited concerns over a potential yen carry trade unwind and upcoming U.S. economic data. Ether showed weekly strength, while most altcoins declined.
Tokyo's core consumer price index rose 2.8% year-on-year in November, unchanged from October and beating market forecasts. This development strengthens the case for a Bank of Japan rate hike by year-end. Rising food prices were the primary driver.
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Early signs from Japan's 2026 wage negotiations point to solid pay hikes despite U.S. tariff pressures on profits. This bolsters the case for the Bank of Japan to raise interest rates further. BOJ Governor Kazuo Ueda has called for more data on the initial momentum of these talks.
日本11月家庭支出意外上升，显示消费复苏
December 26, 2025 02:32日本银行总裁对物价目标信心增强，暗示进一步加息
December 25, 2025 15:42东京核心通胀12月放缓至2.3% 但仍超日本央行目标
December 20, 2025 06:39Crypto market rallies on optimism for santa claus rally
December 19, 2025 22:23日本央行加息之际日元走弱
December 13, 2025 07:48日本财务大臣示意支持日银加息
December 10, 2025 08:55前日银高管预测2027年前多次加息
December 04, 2025 05:30日本官员支持日本央行12月潜在加息
December 01, 2025 19:40Bitcoin slumps as yen carry trade unwinds
November 30, 2025 12:39日本央行上田讲话推高债券收益率，股市下跌