The Bank of Japan (BOJ) is preparing the government for a policy rate that pushes beyond neutral, setting up a potential collision next year that we have been warning about,
For all the criticism of Kazuo Ueda, the Bank of Japan (BOJ) Governor has the votes to keep hiking and overwhelm two dissents which will repeat in December when we
The Bank of Japan (BOJ) is universally expected to hike rates to 1.25% this week, and Governor Kazuo Ueda has been all but directed by the US to sound hawkish
Bank of Japan (BOJ) Governor Kazuo Ueda has his marching orders to step up his communication efforts on monetary policy so that markets get a clear signal that the Bank
The Bank of Japan (BOJ) will likely hike rates to 1.25% at its September 17-18 meeting, and Governor Kazuo Ueda will need to sound hawkish enough doing it to convince markets he
US Treasury Secretary Scott Bessent handed Governor Kazuo Ueda a gift this week, as markets swung hard toward pricing a September hike following joint yen intervention, giving the Bank of Japan
Tokyo’s currency authorities appear to have got a head start on the Bank of Japan (BOJ), with speculation that they intervened to support the yen driving the yen’s sharpest intraday
Bank of Japan (BOJ) officials will walk into this month’s policy meeting with new resolve to sell a hawkish hold with the yen having touched its weakest level since 1986 within hours
A renewed slide in the Japanese yen has heightened pressure on the Bank of Japan (BOJ) to keep signalling plans to press ahead with normalization, igniting the September meeting as
In its fifth hike under Governor Kazuo Ueda, the Bank of Japan (BOJ) raised its benchmark rate 25 basis points to its highest level since 1995, paving a path to 1.25% that
Some of the Bank of Japan’s (BOJ) senior leadership may be in ill health but the institution remains healthy enough to deliver a 25 basis point hike to 1% on
Thirteen days before a crucial Bank of Japan (BOJ) meeting its own Board majority has publicly flagged as live, Governor Kazuo Ueda used a key speech to confirm the June
Set aside commentary from the most senior Bank of Japan (BOJ) officials participating in this week’s BOJ-hosted international banking conference in Tokyo — the most significant marker for a rate
In an extraordinary rebuke of Sanae Takaichi’s restraint on Japan’s central bank from hiking rates, US Treasury Secretary Scott Bessent on the sidelines of the Paris G7 meeting, publicly called out
Scott Bessent has arrived in Tokyo with a message Japanese officials have been anticipating and dreading in equal measure: American patience with a weakening yen is running out, and the
The US-Israeli war with Iran is unlikely to deter the Bank of Japan (BOJ) from nudging its policy rate to 1% at its April 27-28 meeting, despite topline slower inflation
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
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
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