亚洲一周前瞻：印度利率决议，菲律宾、日本、台湾关键数据THINK 经济与金融分析

关键论点

• 印度央行预计加息25个基点至5.5%，以锚定通胀预期，尽管冲击主要由供给驱动。
• 菲律宾9月通胀预计升至同比6.8%，受燃料和厄尔尼诺相关食品价格压力推动。
• 日本家庭支出依然疲软，同比下降3.6%，而经常账户盈余因海外投资收益扩大。
• 台湾出口增长预计升至同比47.3%，受半导体需求支撑。

对应原文证据

1. Rising oil and a sharp pickup in food prices are expected to push CPI inflation back above the RBI's target range in the fourth quarter.
2. While the inflation shock is largely supply-driven, we expect the RBI to raise rates to prevent inflation expectations from de-anchoring.
3. Philippines: Inflation to rise on food and fuel pressures Fuel and El Niño-related food price pressures are likely to push Philippine inflation higher to 6.8% year-on-year in September, from 6.1% in August.