Банк Японии, пожалуй, выдал самый короткий стейтмент после заседания по ставке из 7 строчек.
"At the Monetary Policy Meeting (MPM) held today, the Policy Board of the Bank of Japan
decided, by a unanimous vote, to set the following guideline for money market operations for the
intermeeting period:
The Bank will encourage the uncollateralized overnight call rate to remain at around 0 to
0.1 percent.
Regarding purchases of Japanese government bonds, CP, and corporate bonds, the Bank will
conduct the purchases in accordance with the decisions made at the March 2024 MPM."
Ставка остается прежней, все остальное как сказано в марте... точка. В общем-то это лучше всего говорит о том, в каком состоянии находится ЦБ. В квартальном обзоре Банк Японии немного ужесточил сигнал по инфляции, заявив о том, что ожидает инфляцию у целевого уровня ... потом в 2025/26 годах.
Рынок, конечно, продолжил проваливать и йену, видя беспомощность ЦБ. На что Минфин Японии ответил очередным последним японским предупреждением... но это мало на что влияет, пока не будет активных действий - будут давить.
Скорее всего, конечно, власти готовят интервенцию, чтобы "шокировать" рынки, но пока ситуация со ставками не изменится, все эти интервенции будут иметь лишь временный эффект.
@truecon
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