惠誉：估计稳定法国债务所需的累计财政调整规模已从8月的3%升至约相当于GDP的3.5%。

Sumitomo Mitsui chief FX strategist Hirofumi Suzuki said BOJ board member Takata cast a dissenting vote but that is unlikely to be a major market catalyst. The BOJ has adjusted the pace of ETF sales, though at the current pace liquidating its ETF holdings would still take about 43 years, so market impact may be limited. Compared with previous assessments, the BOJ acknowledged underlying inflation excluding transitory factors has reached its 2% target. Recent developments in France and US equity weakness have tightened global financial conditions, and intermittent yen appreciation/USD/JPY moves reduce immediate pressure on the BOJ to raise rates.

日本央行行长植田和男：密切关注春季薪资谈判。