得益于诸多刺激消费措施在今年9月末到期,第三季度日本经济增长数据意外强劲。然而,由于经济刺激措施的效果正在减退,并且海外需求降温,日本政府在近两年来首次调降了对民间消费的预期,同时还连续第二个月降低对工业产出的预期。日本政府还维持对日本整体经济的看法,即经济停滞不前。随着刺激因素的消失,市场预期日本经济将在未来两个季度陷入停顿,甚至可能萎缩。 Due to many stimulus spending measures expiring in late September this year, the third quarter Japan’s economic growth data unexpectedly strong. However, as the effects of economic stimulus measures are declining and overseas demand is cooling off, the Japanese government lowered its forecast for private consumption for the first time in two years and also lowered its expectation on industrial output for the second consecutive month. The Japanese government also maintains its view on Japan’s overall economy that the economy is stagnant. With the disappearance of the stimulus, the market expects the Japanese economy will come to a standstill in the next two quarters and may even shrink.