Summary of the main opinions from the Bank of Japan's monetary policy meeting held on October 29-30, 2026. The economy is slowly recovering, though some sectors show weakness. AI-related demand is a driver for economic growth and inflation, but attention is needed regarding impacts on semiconductors and manufacturing equipment. Core inflation rate aligns with the 2% target, and cautious adjustments to monetary policy and wage increases are emphasized. ETF sales have proceeded smoothly, and careful policy management remains crucial.
日本銀行が2026年10月29日・30日に開催した金融政策決定会合における主な意見の要約。経済は緩やかな回復が続くが、一部で弱い動きもみられる。AI関連需要が景気と物価の押し上げ要因となるが、半導体や製造設備などの影響に注意が必要。物価上昇率は2％の目標と整合的で、今後の賃上げや金融環境の調整が重要。ETF売却は円滑に進んでおり、今後の政策運営には慎重な対応が求められる。