日本央行预测:加息已成定局,日元下一步将如何(进一步升值)?。日本央行加息已完全定价,正常化将继续:市场认为日本央行加息25个基点至0.75%的可能性约为94%,这得益于强劲的工资增长、消费者信心的改善和强烈的短观情绪,预示着到2026年将进一步逐步收紧政策。
BoJ Preview: Interest Rate Hike Baked in, What's Next for JPY (Further Appreciation)?.BoJ hike is fully priced, normalization to continue: Markets assign a ~94% probability to a 25bp BoJ hike to 0.75%, backed by firm wage growth, improving consumer confidence, and strong Tankan sentiment—pointing to further gradual tightening into 2026.