日本银行

Japan's Q4 2025 GDP was revised upward to 1.3% annualized from the preliminary 0.2% reported on February 16, driven by strong business spending. January household spending on goods and private services held steady despite a year-on-year drop, with contained retail gasoline prices easing inflation. Analysts now expect the Bank of Japan to hold rates in April and hike in June.

February 26, 2026 由 AI 报道

Tokyo's core consumer price index rose 1.8% in February, falling below the Bank of Japan's 2% target for the first time since October 2024. Prime Minister Sanae Takaichi's utility subsidies curbed household energy costs, posing a communication challenge for the central bank's planned interest rate hikes. The figure exceeded economists' median forecast of 1.7%.

日本银行总裁上田和夫暗示明年很可能进一步加息，并表示对央行接近可持续2%物价稳定目标的信心日益增强。周四，他在经团连主办的会议上发表演讲指出，伴随工资增长，该目标正在稳步接近。他的言论突显了投资者预期，即银行在上周五将借贷成本提高至1995年以来最高水平后仍将继续加息。

December 25, 2025 由 AI 报道

东京核心消费者价格12月份同比上涨2.3%，较11月的2.8%放缓，但仍高于日本央行2%的目标。该数据低于市场预期的2.5%，引发日元走弱。作为全国趋势的领先指标，该数据将影响日本央行的下一次政策会议。

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。

December 14, 2025 由 AI 报道

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.