2025년 12월 02일
Japan’s Interest Rate Hike Signal and Global Market Impact
Why Japan Is Signaling a Rate Hike For decades, Japan struggled with deflation and stagnant wages. However, recently: • CPI remained above 2% for an extended period • Wage growth exceeded 3% • Corporate sector showed stronger investment sentiment • Consumption gradually recovered BOJ assessed that Japan may finally be entering a structural change, where inflation is supported by sustainable wage growth. Impact on the Yen A rate hike expectation strengthens the yen. However, markets believe BOJ will move extremely slowly. Thus, the yen may strengthen gradually rather than sharply. Global Impact Because Japan is one of the largest holders
