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瑞銀:料日本春鬥薪資漲幅為4.3% 日央行或考慮或結束負利率
阿思達克 03-12 16:27
瑞銀投資銀行表示,今年日本工會就提高員工薪資與管理層開展的談判與協商的初步結果將在3月15日公佈,並預計薪資漲幅為4.3%,包含基本薪資增幅及定升增幅,高於2023年的3.6%。其中,基本薪資漲幅預計為2.8%,超過去年的2.1%。但據目前部分公會的報道,實際結果可能更高,甚至達到5%左右。 瑞銀認為,如果工資漲幅較去年有所加快,也就是春鬥薪酬漲幅結果超過3.6%,日央行就可能會考慮結束負利率和停止收益率曲線控制。換言之,日央行貨幣政策轉向的概率非常大。
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