Reports Tagged: BoJ

February 25, 2026

Japanese Prime Minister Sanae Takaichi’s nominations to fill two Bank of Japan (BOJ) seats are unlikely to deter an April rate increase or materially tilt the Board’s center of gravity

February 24, 2026

A Japanese news report that Prime Minister Sanae Takaichi expressed reluctance to raise rates in a meeting with Bank of Japan (BOJ) Governor Kazuo Ueda will not likely derail the

February 23, 2026

The Bank of Japan (BOJ) remains firmly on track to continue its normalization path, with a move to 1% on April 27-28, a further 25 basis points on July 30–31, and

February 04, 2026

Despite speculation to the contrary in markets, even a decisive election victory for Prime Minister Sanae Takaichi on February 8 is unlikely to alter the Bank of Japan’s (BOJ) rate‑hike trajectory,

January 21, 2026

This week’s Bank of Japan (BOJ) meeting, initially intended as a quiet step toward preparing markets for a possible April rate increase, has been reshaped by market turbulence and is

January 16, 2026

The Bank of Japan (BOJ) is eying April for its next rate hike, as yen weakness persists and the Bank worries the sustained inflation overshoot will embed higher than wanted

December 17, 2025

The latest Japanese data has firmed up prospects for the Bank of Japan (BOJ) to hike rates to 0.75% at the December 18-19 meeting, the highest level in three decades.

December 08, 2025

In the wee hours of New York’s Tuesday morning, Bank of Japan (BOJ) Governor Kazuo Ueda will take part in a digital conference, doing his utmost not to precommit his

December 02, 2025

Bank of Japan (BOJ) Governor Kazuo Ueda lit up the December policy meeting with his speech in Nagoya Monday, making clear that the Bank will actively consider a rate hike

November 19, 2025

A December rate hike by the Bank of Japan (BOJ) is slipping off the table after Governor Kazuo Ueda’s first one-on-one meeting with Prime Minister Sanae Takaichi Tuesday followed by

October 31, 2025

The Bank of Japan (BOJ) held rates steady at 50 basis points for a sixth consecutive meeting on Thursday, but Governor Kazuo Ueda edged closer to signaling that a rate

October 22, 2025

As Sanae Takaichi assumes Japan’s leadership and assembles her Cabinet, she is already thinking about revising the government’s monetary accord with the Bank of Japan (BOJ). Her rewrite of the

October 06, 2025

It would take more market credibility than the Bank of Japan (BOJ) can currently command to ignore the government’s pushback against an October rate hike.  On Monday, Etsuro Honda –

September 24, 2025

Japan’s ruling party is bracing for its fifth leadership change in five years just as the Bank of Japan (BOJ) edges toward a rate hike and the economy absorbs inflation,

September 24, 2025

Anyone who’s been following our Japan coverage knows we’ve been touting October as the likely timing of the Bank of Japan’s (BOJ) first rate hike since January – a call

September 07, 2025

Japanese Prime Minister Shigeru Ishiba’s resignation this weekend has triggered a high-stakes leadership contest within Japan’s ruling Liberal Democratic Party (LDP), with consequences that could alter the contours of the

August 27, 2025

Japan’s Prime Minister Shigeru Ishiba has narrowly sidestepped being ousted, extending his hold on power through strategic delay tactics that may have bought him another 6-12 months in office –

August 12, 2025

As Japan enters the final stretch of summer, the political temperature in Tokyo is rising sharply. Prime Minister Shigeru Ishiba, once seen as a stabilizing figure in a fractious Liberal

August 05, 2025

Partially freed from political constraints following the conclusion of Japan’s upper house elections late last month, and with attention now turning to upside inflation risk, the Bank of Japan (BOJ)

July 25, 2025

With Japan’s upper house elections concluded and a critical trade agreement with the US secured, the Bank of Japan (BOJ) is clear to resume its gradual monetary policy normalization and