Institution: Concerns about Japan's fiscal expansion exacerbating inflation seem excessive

智通財經
2025.10.22 00:57
摩根士丹利三菱日聯證券的兩名經濟學家在一份研究報告中稱，投資者對於新首相高市早苗領導下的大規模財政擴張將加劇日本通脹的擔憂似乎過度。這些經濟學家表示：“高市早苗內閣目前可能將專注於實施與日本維新會明確商定的政策。“已經明確商定的措施，例如廢除臨時汽油税率的立法，預計將按計劃推進。他們補充説：“相比之下，對於仍在審議、細節和實施時間表尚不明確的政策項目，審慎的做法或許是降低其近期執行的預期。”
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