日央行如预期加息25个基点，日本央行表预计实质利率将维持在极低水平，如果经济和物价走势符合预期，并随着经济和物价的改善，将继续提高政策利率。即使在利率变动后，货币环境依然宽松，支持经济。意思就是：未来还会加息，但是节奏会很缓和，加息不会太激进，不会快速转向紧缩，但会渐进式推进。从声明上来说偏温和，就看下午日央行行长植田和男讲话怎么样了。
整体来说这次日本央行加息大概平稳渡过。
在月初https://x.com/qinbafrank/status/1995698468506259794?s=46&t=k6rimWsEbo2D2tXolYcM-A…就聊过预计这次日本加息影响并不是很大，重点盯着美元日元汇率，美日汇率不幅度持续走低，意味着套息交易退潮就不是很大。
之前也从CFTC日元仓位来看https://x.com/qinbafrank/status/1997846644126269750?s=46&t=k6rimWsEbo2D2tXolYcM-A… 影响也不是很大。

日本政府成员今天的表态“日央行应避免过早加息和过度调整货币支持”，这应该不会改变本周五日央行的加息动作，但是会影响日央行后续的节奏。之前有聊到周五日本央行议息会议看点并不是这次加息。而是说日本央行对未来利率政策路径的展望是不是，这次加完下次什么时间、未来的终点利率在什么位置？  x.com/qinbafrank/sta…

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The Bank of Japan (BOJ) raised interest rates by 25 basis points as expected. The BOJ stated that it anticipates real interest rates will remain at extremely low levels, and if economic and price trends meet expectations, it will continue to raise policy rates as the economy and prices improve. Even after the interest rate change, the monetary environment remains accommodative, supporting the economy. This means that further interest rate hikes are expected, but at a gradual pace; the pace will not be aggressive, and there will be no rapid shift to tightening, but rather a gradual approach. The statement was relatively dovish; now we'll see how BOJ Governor Kazuo Ueda responds this afternoon.

Overall, this BOJ interest rate hike is likely to proceed smoothly.

At the beginning of the month, and considering the CFTC yen positioning, the impact wasn't significant.

The Bank of Japan (BOJ) has officially raised its benchmark interest rate to its highest level in 30 years, marking a significant turning point in the monetary policy of the world's third-largest economy.

Japan continues to raise interest rates to their highest level in 30 years.

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Article by: Lin Wanwan's Cat (@linwanwan823)
Article source: X
Original title: Top 10 Questions and Answers from CZ, China's Richest Man, at the End of the Year
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BNB's annual shareholders' meeting has just concluded.
After listening to CZ's year-end AMA, I selected 10 questions and answers to summarize the key points: Market prediction, the stablecoin war 2.0 hasn't even started yet.
1. How do you feel after being granted a pardon?
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CZ Year-End Report: Ten Questions on Binance, Regulation, and the Future of Crypto

They were all released ahead of schedule.