每日更新 - 日本央行/日本天皇 The Daily Update - BoJ / Japan's Emperor

日本央行七月份政策会议纪要于今天上午公布,纪要显示董事会就目前货币政策是否按预期计划进行产生分歧。一些政策委员警告说,目前实施的政策对国债市场波动性和流动性构成不利影响。董事会两位经济学家佐藤健裕和木内登英均表示不同意7月28日至29日会议上作出的加倍购买交易所交易基金(ETF)决定。其中一位说,“ETF购买量增加将清楚地表明货币宽松政策已接近极限。而且,这一举措可以被视为渐进式放松银根,可能引发人们对进一步宽松政策的无尽期待”。 然而,这一论述遭到其他成员的否决。根据纪要,一名董事会成员已经表示:“银行应该抵制货币宽松政策有其限制和副作用的看法。日本政府债券(国债)购买限制,如果有的话,是已发行国债的总未付清金额”。

此外,今早日本明仁天皇向全国发表第二次电视讲话,说他担心他的年龄和每况愈下的身体将使其很难继续担任天皇。明仁天皇今年十二月将83岁,他表示虽然目前身体状况良好,但担心自己未来的幸福。他说:“当我想到自己的体能水平逐渐下降,我就担心自己很难像目前这样作为整个国家的象征履行职责,”虽然他没有说到'退位'字眼,该讲话也强烈暗示,明仁天皇想移交职责。

七月,中国的进口和出口降幅大于预期,凸显英国决定离开欧盟后全球持续疲软的商品需求。出口同比下降4.4%,进口下降12.5%,导致七月贸易顺差超过520亿美元,这是2016年一月以来最大的数额。但是,尽管贸易数据糟于预期,整体经济第二季度较一年前增长6.7%,处于中国政府今年年初表示的6.5-7%的增长目标范围之内。

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