荷兰国际集团:日本企业信心稳健 央行加息时机或待美日贸易协定落地

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Gate News bot 消息,据金十报道,日本央行最新发布的第二季度短观调查显示,尽管面临贸易摩擦带来的不确定性,日本大型和小型企业整体上仍维持了乐观态度。制造业企业信心尤为稳定,其景气判断指数继续保持积极,制造业采购经理人指数(PMI)更是12个月来首次回升至扩张区间,印证了这一态势。

市场预期日本央行可能在年内启动加息。荷兰国际集团(ING)分析认为,加息决策很可能在美日贸易协定正式签署之后才会进行。该机构目前预测日本央行将在10月份加息25个基点。不过,ING也指出,如果美日贸易协议能比预期更早达成,且条款对日本更为有利,那么加息时间点有可能提前至9月。

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