UBS Economics-Japan Macro Watch _Good news on wage, but its not definite ...-109184474

Q: 这份报告覆盖哪一年、篇幅多大?

覆盖 2024 年,全文共 16 页。

Q: 这份报告适合哪些读者?

适合投资人、行业研究员等读者参考。

报告摘要

Good news on wage, but it's not definite yet on Economic normalization is precondition for policy normalization In our view, the most important factor that determines monetary policy should be

核心要点

12 July 2024
31 July, and next rate hike will likely be in October (or September).
9.5%), respectively, in our view.

报告信息

文件全名: 《UBS Economics-Japan Macro Watch _Good news on wage, but its not definite ...-109184474.pdf》
适合读者: 投资人行业研究员
核心数据: 0.0-0.1% to 1.5% in 2026, but this is based on the outlook of economic normalization.
(down from current ¥6 trillion), leaving the holding of the bonds to decline 13%.
May core wage growth accelerated to 2.7%y/y from 2.1% in April. We expect the wage
outcome, we envisage core-CPI and core-core CPI at 2.7% (from 2.5% in May) and
2.1% (unchanged from May), respectively. Nominal exports and imports in June due on
核心议题: CPI

常见问题

《UBS Economics-Japan Macro Watch _Good news on wage, but its not definite ...-109184474》主要包含哪些内容?

Good news on wage, but it's not definite yet on Economic normalization is precondition for policy normalization In our view, the most important factor that determines monetary policy should be核心数据:0.0-0.1% to 1.5% in 2026, but this is based on the outlook of economic normalization.;(down from current ¥6 trillion), leaving the holding of the bonds to decline 13%.;May core wage growth accelerated to 2.7%y/y from 2.1% in April. We expect the wage。

这份报告覆盖哪一年、篇幅多大?

覆盖 2024 年,全文共 16 页。

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这份报告适合哪些读者?

适合投资人、行业研究员等读者参考。

报告涉及哪些关键议题?

重点分析了CPI等议题。