日本央行可能会在2026年春季达到2%的通胀率, Japan's central bank may hit 2% inflation by spring 2026, with possible rate hikes ahead.

日本银行董事会董事田村直井说,央行可能宣布到2026年春季已达到2%的通胀目标,理由是工资增长和供应压力驱动的持续通胀。 Bank of Japan board member Naoki Tamura said the central bank may declare it has met its 2% inflation target by spring 2026, citing persistent inflation driven by wage growth and supply pressures. 他指出,通货膨胀正在自我增强,经济条件表明经济几乎达到满负荷。 He noted inflation is becoming self-reinforcing and that economic conditions suggest the economy is near full capacity. 政策利率在30年中最高,为0.75,Tamura表示有进一步提高的余地,因为利率仍然远远低于1%或更高估计的中性水平。 With the policy rate at 0.75%—its highest in 30 years—Tamura indicated room for further hikes, as rates remain well below the estimated neutral level of 1% or higher. 虽然尚未作出任何决定,但市场预计,如果通货膨胀保持强劲,日元疲软,则早在3月或4月,市场就会出现潜在的利率上升。 While no decision has been made, markets expect a potential rate increase as early as March or April if inflation stays strong and the yen weakens.