高盛料日本央行本周宣布加息
日本央行由今日(18日)起展開一連兩日議息會議,市場憧憬將啟動加息結束負利率政策。高盛預計,日本央行將在本周二(19日)刊發的會議公告上,宣布自2007年以來首次加息,因上周五(15日)春季勞資薪酬(春鬥)談判結果顯示加薪幅度強勁。
高盛稱,近日的事態發展顯示日本央行可能不再需要更多數據來評估政策,亦不再需要等待4月的季度經濟展望報告來證明加息的合理性,預計央行將完全退出孳息率曲線控制(YCC)政策,同時維持目前購買國債的步伐以及繼續持有ETF,另外有關繼續擴大貨幣基礎的承諾亦可能會被廢除。
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