闪存数据显示,追踪工厂产出、就业和零售额的日本重合经济指标指数从上个月的最终116.1上升到2025年2月的116.9。这是自2019年9月以来的最高读数,得益于私人消费和商业投资反弹、企业利润温和以及就业和收入状况改善带来的温和经济复苏。随着海外经济的持续扩张,出口预计也将复苏,而进口预计也将同步增长。然而,成本压力依然存在,与美国贸易政策相关的风险也在增加。在货币方面,日本央行表示,如果经济和通胀状况如预期般发展,它可能会考虑进一步加息。今年1月,央行将关键短期利率上调25个基点至0.5%,这是自2024年3月结束负利率以来的第三次加息。
Japan's index of coincident economic indicators, which tracks factory output, employment, and retail sales, increased to 116.9 in February 2025 from a final 116.1 in the previous month, flash data showed. This marked the highest reading since September 2019, supported by a moderate economic recovery amid a rebound in private consumption and business investment, modest corporate profits, and improving employment and income conditions. Exports are also expected to recover as overseas economies continue to expand, while imports are projected to rise in tandem. However, cost pressures remain, and risks tied to US trade policy have increased. On the monetary front, the Bank of Japan signaled it may consider further rate hikes if economic and inflation conditions evolve as expected. In January, the central bank raised its key short-term interest rate by 25bps to 0.5%, marking its third hike since ending negative interest rates in March 2024.