🤯The Bank of Japan is preparing to hike again, but the bigger story is what comes next:
The BOJ is reportedly leaning toward a 25-basis-point rate hike at its September 18 meeting, with inflation risks still tilted to the upside.
A larger 50-basis-point move appears unlikely for now, but policymakers are keeping the door open to faster hikes if inflation and the Yen remain under pressure.
A September hike would come just three months after the previous increase, marking the shortest gap between hikes since Kazuo Ueda became BOJ Governor in April 2023.
The weak Yen, rising oil prices, and accelerating service inflation are making it increasingly difficult for the BOJ to stay patient.
Markets are already heavily positioned for a hike, meaning a surprise pause could trigger a sharp reaction across the Yen, Japanese bonds, and global markets.
The real question is ...
🔗 @GlobalMktObserv
📲 @twittervid_bot
6
3September 3, 2026 2.9K 18
