日本首相高市早苗提出了高达370兆日圆的国内投资计划,旨在透过长期投资推动国家经济成长。然而,由于政府资金来源不明确,加上潜在的减税与国防开支增加,引发了市场对国家财政的担忧,这项宏伟的愿景面临成为空头支票的风险。
尽管高市在外交与国家安全领域取得了一系列成功,但由于她过于关注国防、经济安全及长远目标,忽视了民众当前面临的生活成本压力,其居高不下的民众支持率正迅速降温。此外,她在参议院面临执政联盟未能过半的挑战,例如设立备用首都的法案仅以两票之差勉强通过。
为了应对选民的不满,高市计划指示执政党起草法案,将食品销售税降至百分之一,并向低收入家庭发放补贴,但税收损失的填补方案依然缺失。同时,投资者认为日本央行稳步升息才是对抗通膨和挽救疲软日圆的最有效措施,但市场依然担心她会施压央行放慢收紧政策的步伐。
Japanese Prime Minister Sanae Takaichi has proposed a massive ¥370 trillion domestic investment plan aimed at driving the nation's economic growth through long-term investment. However, due to unclear government funding sources, along with potential tax cuts and increased defense spending, market concerns about the nation's finances have been triggered, putting this grand vision at risk of becoming a hollow ambition.
Despite Takaichi achieving a series of successes in diplomacy and national security, her soaring public support is rapidly cooling because she focuses too much on defense, economic security, and long-term targets while neglecting the immediate cost-of-living pressures faced by the public. Furthermore, she faces the challenge of her ruling coalition lacking a majority in the upper house, as seen when a bill to establish a backup capital barely passed by a margin of just two votes.
To address voter dissatisfaction, Takaichi plans to order her ruling party to draft legislation lowering the food sales tax to one percent and providing subsidies to low-income households, though a plan to cover the lost tax revenue remains missing. Meanwhile, investors believe that the Bank of Japan steadily raising interest rates is the most effective measure to combat inflation and rescue the weak yen, yet the market remains concerned that she will pressure the central bank to slow its pace of policy tightening.