過去最高のEPSに陰り？金融政策決定会合を終え日銀金利は据え置き、日経平均、反転上昇中に懸念か_2025/3/19夜の相場雑感

日銀の政策金利が据え置き。植田総裁の会見は、足元インフレや米価高騰、物価目標に対する記者質問を無難に乗り越えた格好。日経平均は反転上昇の中、小休止。ただ、過去最高日経平均EPSについては、陰りが見え始め、将来のEPS成長モメンタムに懸念あり？ここにきて消費者物価指数CPIと企業物価指数PPIのマイナススプレッドがEPS減少に現れる？ 訂:2-3月の企業活動においては 正:10-12月の企業活動においては The Bank of Japan has decided to keep the policy interest rate unchanged. Governor Ueda's press conference skillfully addressed questions from reporters regarding current inflation, rising rice prices, and the price target. While the Nikkei showed a rebound, it is now taking a brief pause. However, concerns are emerging over the record-high EPS of the Nikkei, with growth momentum for future EPS beginning to dim. Could the negative spread between the Consumer Price Index (CPI) and the Producer Price Index (PPI) now be reflecting in declining EPS? *In corporate activities from October to December instead of February to March.