每日更新 - 日本央行和不确定性 The Daily Update - BoJ and uncertainty

持续疲软的增长仍是全球投资者面临的问题。日本正试图扭转负结构性趋势(人口老龄化、缺乏移民、长期停滞和需要更大规模的结构性改革),实施非常规政策已经很久了, 从而毫不奇怪引起了很多关注。人们更多的疑问是是否日本已经至于面临不能清偿的呆账,尤其是本·伯南克最近访问东京之后。

尽管日本经济增长持续萎靡,7月通胀数据仍然为负同比-0.4%),日本央行行长黑田东彦选择温和措施,基础货币每年增加80万亿日元,负比率保持-0.1%不变,上市交易基金从3.3万亿日元增加值6万亿日元,美元借贷机制从120亿美元增加至240亿美元。目前,日本央行行长黑田东彦似乎已经排除了不能清偿的呆账,以及央行推动货币政策以及政府和议会决定的财政政策之间的体制界限的模糊。据说他今天说:“我根本不认为量化宽松政策或我们的利率政策已经达到了极限”, 这意味着还有更多。





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