Tariff uncertainty could delay Bank of Japan rate hikes until 2026: Capital Economics
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最新报道：[Capital Economics: Tariff uncertainty could delay the Bank of Japan's rate hike until 2026] According to a report by Coinnet, Capital Economics said that the continued lack of clarity on tariffs could delay the Bank of Japan's move to tighten monetary policy. The agency's base case remains that Tokyo will reach a deal with Washington to avoid the threat of a 25% tariff. If that happens soon, and tariff levels are not raised, or only raised modestly, the case for the Bank of Japan to raise interest rates in October will not be shaken. The current inflation rate is much higher than the Bank of Japan's May forecast, and the Japanese economy has performed reasonably well so far. But economist Marcel Thieliant said any further delays in negotiations or a significant increase in tariffs could convince the central bank to postpone rate hikes until next year.
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