BOJ Policy Board Has Grown More Cautious of U.S. Policy Risks
Tokyo Inflation Accelerates, Keeping BOJ on Rate Hike Path
In the past month, foreign banks have collectively raised their expectations for China's economy, with Morgan Stanley's Xing Ziqiang saying "the first quarter exceeded expectations."
In the past month, economists from HSBC, ANZ, and Citigroup have raised their GDP forecasts for China. Xing Ziqiang believes that China's economic performance in the first quarter was "above expectations", with strong economic momentum and significant increases in investment in XINXINGCHANYE, leading the team to revise its economic growth forecast for the year upward by 0.5 percentage points.
Trump's Autos tariffs have come down, and the prospects of the Bank of Japan raising interest rates have changed again.
① Observers from the Bank of Japan indicate that Trump's Autos tariffs have significantly reduced the possibility of a rate hike in May by the Bank of Japan; ② At the time the USA announced the Autos tariffs, the Bank of Japan was looking for suitable opportunities to raise rates, as Consumer inflation continues to linger above its target.
JGB Futures Rise; Market Likely Buoyed by Potential Safe-Haven Demand -- Market Talk
Japanese Yen Could Suffer If U.S. Economy Weakens -- Market Talk
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