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

2024-07宏观经济16免费

📄 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

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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(部分)

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

❓ 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。

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覆盖 2024 年,全文约 16。

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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。