Commentaar over de Bank of Japan door Claire Huang (Emerging Markets Macro Strategist)

20 september 2024

“De nationale CPI voor augustus kwam hoger uit dan verwacht. Vooruitkijkend geeft dit aan dat de kerninflatie (inflatie exclusief voedsel en energie) zich de rest van het jaar waarschijnlijk zal stabiliseren rond 2%, in plaats van te matigen. Een kerninflatie van 2%, samen met een positieve reële loongroei (loonstijging minus inflatie), verhoogt de kans dat de Bank of Japan de rente later dit jaar verhoogt, maar de bank zal waakzaam zijn voor eventuele onzekerheid in de markt voordat ze de rente verhoogt.” Claire Huang, Emerging Markets Macro Strategist (Amundi Investment Institute)

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[1] Source: IPE “Top 500 Asset Managers” published in June 2021, based on assets under management as at 31/12/2020

[2] Boston, Dublin, London, Milan, Paris and Tokyo

[3] Amundi data as of 30/06/2021

[4] Amundi data as of 30/06/2021