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日銀が物価2%到達を表明し金利1.25%据え置き。東京物価2.6%、失業率2.4%、生産2.2%増の一方、住宅着工2.7%減と小売は予想割れ。
消費者心理の悪化と小売、住宅の弱さ、AI需要が支える生産と人手不足、植田総裁が注視する春闘を読み解き、12月利上げと先送りの2つの展開を考えます。
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