路透调查显示，日本央行（BoJ）将在 9 月政策会议上将利率上调至 1.25%，随后在 2027 年第二季度（Q2）上调至 1.75%，较此前预期更早，原因是市场持续担忧更广泛的价格压力以及日元（JPY）疲软。
82%的经济学家表示，美日联合买入日元以遏制日元跌至 40 年低点的干预，以及美国财政部长斯科特-贝森特（Scott Bessent）对日本央行政策的评论，已“显著”或“在一定程度上”降低了加息的政治障碍。
9 月 1 日至 8 日的调查显示，68 位经济学家中除两位外均预计日本央行将在 9 月 18 日加息，高于此前调查中的 57%。超过三分之一，即 66 位经济学家中的 24 位，预计日本央行将在 10 月或 12 月再次加息至 1.50%，约为 8 月调查中的两倍。
展望今年之后，89%的分析师，即 64 位中的 57 位，认为政策利率将在明年 3 月底前至少达到 1.50%，高于上个月的 65%。约 62%的人认为，到 2027 年第二季度末，利率将至少达到 1.75%，比 8 月调查预测提前三个月。
市场反应
撰写时，美元/日元（USD/JPY）当日上涨 0.05%，报 153.60。
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