高市早苗不喜欢人们对她上任一年政府的描述。但2万亿美元的投资挥霍和铺张浪费的预算更有可能激发通胀。被提出的减税方案将推高债券收益率,而她对央行的选择则削弱了日元。最大的风险在于她可能成功。
From Breakingviews - Breakingviews - COMMENTARY: Japanese PM’s reflationist label is hard to shake Sanae Takaichi dislikes the depiction of her year-old administration. But a $2 trln investment splurge and profligate budget are more apt to stoke inflation. Mooted tax cuts push up bond yields while her central bank choices weaken the yen. The biggest risk is that she succeeds.