日本可能在10月提高利率,原因是强劲的增长和通货膨胀接近目标,尽管日本领导谨慎,政治不稳定。 Japan may raise rates in October due to strong growth and inflation near target, despite cautious leadership and political uncertainty.

日本银行可能会在10月提高利率, The Bank of Japan may raise interest rates in October amid stronger-than-expected economic growth and inflation near its 2% target, according to former policymakers, though Governor Kazuo Ueda remains cautious. 日本央行成员上个月有两人持不同意见，这表明对紧缩政策的支持不断增强，而市场认为 10 月份加息的可能性为 50%。 A split among BOJ members, with two dissenting last month, signals growing support for tightening, while markets see a 50% chance of a hike in October. 日本经济以2.2%的年化速度增长,在问题2中,由消费驱动,通货膨胀仍然高于目标,尽管核心通货膨胀率仍然低于2%。 Japan’s economy grew at a 2.2% annualized rate in Q2, driven by consumption, and inflation remains above target, though core inflation is still below 2%. 日本民党领导人选举前的政治不确定性可能会推迟行动,而由于美元坚挺和美联储的谨慎态度,日元对美元贬值至近149美元。 Political uncertainty ahead of Japan’s LDP leadership election could delay action, while the yen weakened to near 149 against the dollar due to a stronger U.S. dollar and Fed caution. 官员强调逐步、依赖数据的政策转变,有些官员预计到2026年还会进一步升迁。 Officials emphasize gradual, data-dependent policy shifts, with some expecting further hikes through 2026.