With the market nearly fully priced for a rate hike and a central bank that does not like to surprise markets, we revert back to our forecast (before this week), for

Fearful a surprise rate move might prompt another backlash over a lack of transparent communications with financial markets about its preferred policy path, the Bank of Japan (BOJ) will probably

Having failed to adequately signal plans for a near term rate hike, the Bank of Japan (BOJ) is highly unlikely to surprise markets and so will hold rates steady when

The Bank of Japan (BOJ) is tilting toward a rate hike next month, spurred by improving economic fundamentals and a growing concern that the sharply weaker yen again will start

The Bank of Japan’s (BOJ) December monetary policy decision will turn on whether the yen is deemed too weak, with a sustained breach of 160 yen per dollar, posing a

A sharply weaker yen could tip the Bank of Japan (BOJ) into a December rate hike after Japanese Prime Minister Shigeru Ishiba’s ruling party failed to hold onto its majority

With the Bank of Japan (BOJ) delaying rate hikes “for the time being,” Sunday’s election outcome could further weaken the new prime minister and limit his fiscal plans, potentially trapping

The Bank of Japan’s (BOJ) is now slow walking the removal of policy accommodation, parking rate hikes in a holding pattern, and falling in behind the country’s newly installed political

The Bank of Japan (BOJ) has pushed out the timing of its next interest rate hike beyond October on increased fears about downside risks to the US economy and to

The Bank of Japan (BOJ) will likely sit tight on rates at its September 19-20 policy meeting as the country gears up for a change in political leadership and the

The Japanese economy is cooperating with the Bank of Japan’s (BOJ) plans to continue to raise interest rates and while we continue to expect an October hike to 50 bps,

Japanese Prime Minister Prime Minister Fumio Kishida’s decision to step aside as the leader of the ruling Liberal Democratic Party (LDP) is unlikely to alter the Bank of Japan’s (BOJ)

Be careful not to mistake an upcoming round of more muted prognostications about future policy moves by the Bank of Japan (BOJ) as backtracking. Market turmoil may soften the BOJ’s

July 31, 2024  In a bold policy meeting decision that reflects the Bank of Japan (BOJ) has taken cues from prior timid moves that disappointed financial markets, the central bank

The Bank of Japan (BOJ) seems likely to hike rates this month on further confirmation that rising prices are being passed through to consumers alongside continued wage gains, bringing the

Under immense political pressure to arrest the yen’s slide, the Bank of Japan (BOJ) has little option but to deliver dual policy announcements at its late July meeting that include

Scrambling to restore market faith in its intention to normalize policy, the Bank of Japan (BOJ) will hike rates next month at the same time as it details the pace

The Bank of Japan (BOJ) will likely announce plans this week to scale back government bond purchases and lay the ground for another rate increase as early as next month.

Bank of Japan (BOJ) governor Kazuo Ueda will ramp up his hawkish rhetoric around the prospect of a further near term rate move in an upcoming speech after two bouts

The Bank of Japan (BOJ) is set to nudge up its official inflation projections to around 2% for each of the three fiscal years (Apr-Mar) in fresh forecasts to be