通胀日本也忍不住了，日本央行多年来首次放松零利率政策

[billwanhua]

日元涨，日债和日股跌

The Bank of Japan just shocked markets with a policy tweak — here's why it matters

The Bank of Japan loosened its yield curve control in an unexpected move with ramifications across global financial markets.

www.cnbc.com

Next step tightening?​

From a market perspective, investors — many of whom were not expecting this move — were left wondering whether this is a mere technical adjustment, or the start of a more significant tightening cycle. Central banks tighten monetary policy when inflation is high, as demonstrated by the U.S. Federal Reserve’s and European Central Bank’s rate hikes over the past year.
“Fighting inflation was not the official reason for the policy tweak, as that would surely imply stronger tightening moves, but the Bank recognised obstinately elevated inflationary pressure by revising up its forecast,” Duncan Wrigley, chief China+ economist at Pantheon Macroeconomics, said in a note.
The BOJ said core consumer inflation, excluding fresh food, will reach 2.5% in the fiscal year to March, up from a previous estimate of 1.8%. It added that there are upside risks to the forecast, meaning inflation could increase more than expected.

 

[welcomelm]

日元涨，日债和日股跌

The Bank of Japan just shocked markets with a policy tweak — here's why it matters

The Bank of Japan loosened its yield curve control in an unexpected move with ramifications across global financial markets.

www.cnbc.com

Next step tightening?​

From a market perspective, investors — many of whom were not expecting this move — were left wondering whether this is a mere technical adjustment, or the start of a more significant tightening cycle. Central banks tighten monetary policy when inflation is high, as demonstrated by the U.S. Federal Reserve’s and European Central Bank’s rate hikes over the past year.
“Fighting inflation was not the official reason for the policy tweak, as that would surely imply stronger tightening moves, but the Bank recognised obstinately elevated inflationary pressure by revising up its forecast,” Duncan Wrigley, chief China+ economist at Pantheon Macroeconomics, said in a note.
The BOJ said core consumer inflation, excluding fresh food, will reach 2.5% in the fiscal year to March, up from a previous estimate of 1.8%. It added that there are upside risks to the forecast, meaning inflation could increase more than expected.

日本也通胀了？这几十年头回听说，以前是日本东西贵，现在我同事去日本旅游觉得好便宜。

 

[welcomelm]

日元涨，日债和日股跌

The Bank of Japan just shocked markets with a policy tweak — here's why it matters

The Bank of Japan loosened its yield curve control in an unexpected move with ramifications across global financial markets.

www.cnbc.com

Next step tightening?​

From a market perspective, investors — many of whom were not expecting this move — were left wondering whether this is a mere technical adjustment, or the start of a more significant tightening cycle. Central banks tighten monetary policy when inflation is high, as demonstrated by the U.S. Federal Reserve’s and European Central Bank’s rate hikes over the past year.
“Fighting inflation was not the official reason for the policy tweak, as that would surely imply stronger tightening moves, but the Bank recognised obstinately elevated inflationary pressure by revising up its forecast,” Duncan Wrigley, chief China+ economist at Pantheon Macroeconomics, said in a note.
The BOJ said core consumer inflation, excluding fresh food, will reach 2.5% in the fiscal year to March, up from a previous estimate of 1.8%. It added that there are upside risks to the forecast, meaning inflation could increase more than expected.

巴菲特遭到日本背刺

 

[billwanhua]

日本也通胀了？这几十年头回听说，以前是日本东西贵，现在我同事去日本旅游觉得好便宜。

那个报道分析说是通胀的原因。
现在日元跌去1/3强，除非日本不依赖进口，要不然没理由不通胀。
旅游的人因为美元升值感觉不出来贵，而当地人挣的是日元就不一样了。两个完全不同的概念

巴菲特遭到日本背刺

老巴人生赢家，日元升值，刚好出货换美元