--- title: "Moody's: Due to uncertainty, the Bank of Japan will continue to hold steady" description: "Moody's analyst Stefan Angrick stated that the Bank of Japan will adopt a wait-and-see attitude at next week's meeting. Although GDP growth, inflation, and the depreciation of the yen make interest ra" type: "news" locale: "en" url: "https://longbridge.com/en/news/257099217.md" published_at: "2025-09-12T11:47:02.000Z" --- # Moody's: Due to uncertainty, the Bank of Japan will continue to hold steady > Moody's analyst Stefan Angrick stated that the Bank of Japan will adopt a wait-and-see attitude at next week's meeting. Although GDP growth, inflation, and the depreciation of the yen make interest rate hikes possible, policymakers may remain cautious due to domestic and international political uncertainties. The resignation of Japanese Prime Minister Shigeru Ishiba and the complexity of the overseas situation have reduced the likelihood of interest rate hikes. Angrick pointed out that demand is insufficient to support an interest rate increase, and policymakers may want to be more explicit Moody's analyst Stefan Angrick stated that the Bank of Japan will adopt a wait-and-see approach at next week's meeting. The economist noted that, despite better-than-expected GDP growth, stubborn inflation, and new yen depreciation making interest rate hikes possible, policymakers may remain cautious amid domestic and international political uncertainties. The resignation of Japanese Prime Minister Shigeru Ishiba has disrupted the policy outlook, and the overseas situation is not much better, with lingering doubts about the US-Japan trade agreement. Meanwhile, Japan's exports and industrial output are weakening, and consumer spending is also shrinking. Angrick wrote, "Demand-driven inflation is not sufficient to justify an interest rate hike this month." This does not mean that the Bank of Japan cannot raise rates, but given the unstable economic outlook, policymakers may prefer to be more explicit ### Related Stocks - [MCO.US - Moodys](https://longbridge.com/en/quote/MCO.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 印尼主权基金 Danantara Indonesia 将启动价值 190 亿美元的项目 | 雅加达,2 月 13 日(路透社)- 主权财富基金 Danantara Indonesia 的首席执行官表示,该基金将启动 14 个价值 190 亿美元的自然资源加工新项目。Rosan Roeslani 还在一个国际机构参加的经济论坛上表示 | [Link](https://longbridge.com/en/news/275878613.md) | | 穆迪撤销了对阿联酋 e&的所有信用评级 | 穆迪撤回阿联酋 e&的所有评级 | [Link](https://longbridge.com/en/news/275703937.md) | | 这家华尔街投行警告:日元套利交易是 “定时炸弹” | 日元套利交易是通过借入低息日元购买高收益资产赚取利差,但在高风险资产暴跌或日元升值时会迅速瓦解。BCA Research 警告,套利交易规模近年激增,可能重演 2008 年、2015 年和 2020 年崩盘场景。日元今年已升值逾 1%,市场 | [Link](https://longbridge.com/en/news/275525998.md) | | 日本市场近期发生了什么? | 高盛认为,日本市场定价逻辑发生根本转变:自民党胜选后,市场开始定价日本退出超低实际利率体制,表现为日元走强、收益率曲线趋平。核心驱动力是投资者预期资产回流。但若日本央行政策不够鹰派,日元走弱等旧有逻辑可能回归,未来几周面临不确定性。 | [Link](https://longbridge.com/en/news/275980094.md) | | 日本大选在即,自民党大概率 “压倒性获胜”,对冲基金已提前做空日元! | 巴克莱报告指出,自民党有望在本轮众议院选举中赢得压倒性胜利,“高市交易” 短期或现。与此同时,对冲基金正重新聚焦于套利交易,布局做空日元。不过,巴克莱认为,即便胜选,受美国压力与日元贬值制约,新政府的财政扩张空间有限,或被迫回归财政纪律。日 | [Link](https://longbridge.com/en/news/274801409.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.