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BOJ Ueda Hands
Central Banks

BOJ signals readiness for more rate hikes as yen weakness fuels inflation risks

  • A more FX-sensitive BOJ reaction function would support the yen on further weakness, while keeping upward pressure on JGB yields as markets price a faster normalisation path.
Eamonn Sheridan
13 minutes ago
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Eamonn Sheridan
13 minutes ago
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Central Banks
citigroup boj yen forecast infographic 20 January 2026
Central Banks

Citi flags risk of three BOJ hikes in 2026 if yen weakness persists. Watch USD/JPY 160

  • A more FX-sensitive BOJ path would be JPY-supportive on spikes in USD/JPY, while lifting risks of higher JGB yields and repatriation flows if Japan’s real-rate profile improves.
Eamonn Sheridan
3 hours ago
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Eamonn Sheridan
3 hours ago
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Central Banks
usdyen update Japan election 20 January 2026 chart
Central Banks

Japan snap election puts BOJ–fiscal policy clash in focus, Goldman Sachs warned

  • If the election results in a stronger mandate for fiscal expansion, markets may demand a higher term premium in JGBs, tightening financial conditions and exacerbating yen weakness/volatility as investors reassess Japan’s medium-term policy path.
Eamonn Sheridan
5 hours ago
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Eamonn Sheridan
5 hours ago
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Central Banks
usdyen boj survey 19 January 2026 2
Central Banks

Japan household inflation expectations stay elevated despite slight easing

  • Persistently high household inflation expectations reinforce the case for BOJ policy normalisation, supporting upward pressure on JGB yields and keeping the yen sensitive to inflation-related signals.
Eamonn Sheridan
23 hours ago
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Eamonn Sheridan
23 hours ago
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Central Banks
boj Bank of Japan 23 July 2025 2
Central Banks

No big surprises expected from the BOJ at next week's meeting - Barclays

  • Barclays says that the Japanese central bank is likely to play it safe considering the yen situation
Justin Low
16/01/2026 | 10:24 GMT
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Justin Low
16/01/2026 | 10:24 GMT
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Central Banks
BOJ AI IL
Central Banks

BOJ finally set to commence selling of its ETF holdings

  • The Japanese central bank announces that it will soon begin selling its holdings of ETFs and REITs under the guidelines it set out last year
Justin Low
16/01/2026 | 07:28 GMT
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Justin Low
16/01/2026 | 07:28 GMT
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Central Banks
chart of usdyen intervention boj april 2026 rate hike
Central Banks

Yen rose as intervention warnings meet talk of earlier BOJ rate hikes (April hike risk)

  • A stronger yen narrative may cap USD/JPY upside near term, but sustained support likely requires either clearer BOJ tightening signals or a narrowing in U.S.–Japan yield spreads.
Eamonn Sheridan
16/01/2026 | 02:56 GMT
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Eamonn Sheridan
16/01/2026 | 02:56 GMT
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Central Banks
usdyen fx intervention verbal 16 January 2026 chart
Central Banks

Japan fin min “Won’t exclude any options” , possibility of US/Japan joint yen intervention

  • Renewed intervention warnings may slow speculative yen selling near term, but sustained support for the currency likely hinges on narrowing U.S.–Japan rate differentials rather than rhetoric alone.
Eamonn Sheridan
16/01/2026 | 02:28 GMT
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Eamonn Sheridan
16/01/2026 | 02:28 GMT
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Central Banks
BoJ
Central Banks

BoJ rate hike odds rise as the central bank is said to focus more on the weakening yen

  • March rate hikes odds jumped to 22% after a Bloomberg report said that going forward the BoJ is going to pay more attention on the weakening yen than before
Giuseppe Dellamotta
15/01/2026 | 10:32 GMT
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Giuseppe Dellamotta
15/01/2026 | 10:32 GMT
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Central Banks
usdyen poll Bank of Japan 15 January 2026 2
Central Banks

BOJ seen holding rates through March, lifting them to 1% or higher by September, maybeJuly

  • The poll reinforces expectations of gradual BOJ normalisation, offering modest yen support at the margin, but political pressure and sensitivity to yen-driven inflation suggest policy will remain data- and FX-dependent.
Eamonn Sheridan
15/01/2026 | 04:15 GMT
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Eamonn Sheridan
15/01/2026 | 04:15 GMT
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Central Banks
Little yen response 15 January 2026 chart
Central Banks

BOJ Ueda reiterates sustained wage–price cycle, signals further rate hikes if f'casts hold

  • The comments reinforce expectations of gradual BOJ tightening, offering modest yen support at the margin, but likely won’t shift pricing without fresh evidence on wages, inflation or the policy timeline.
Eamonn Sheridan
15/01/2026 | 03:50 GMT
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Eamonn Sheridan
15/01/2026 | 03:50 GMT
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Central Banks
Bank of Japan Governor Ueda yen u[pdate 2
Central Banks

BOJ Ueda: Will continue to raise rates if economy, prices, wages develop in line

  • Bank of Japan Governor Ueda speaking, not sure where
Eamonn Sheridan
14/01/2026 | 04:29 GMT
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Eamonn Sheridan
14/01/2026 | 04:29 GMT
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Central Banks
USD/JPY update chart
Central Banks

BoJ sets out what will be discussed at a February 26 market operations meeting

  • Such a meeting operational changes can subtly reshape yield dynamics and currency expectations, meaning markets often read BOJ market operations meetings as early signals rather than neutral housekeeping.
Eamonn Sheridan
14/01/2026 | 02:16 GMT
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Eamonn Sheridan
14/01/2026 | 02:16 GMT
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Central Banks
Chart asking Must be getting close to intervention soon 13 January 2026
Central Banks

USD/JPY is surging still. Do we pencil in January 19 for Bank of Japan intervention?

  • While no action appears imminent, fading effectiveness of verbal warnings raises tail risks of yen intervention if moves become disorderly, particularly during illiquid trading conditions.
Eamonn Sheridan
13/01/2026 | 03:02 GMT
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Eamonn Sheridan
13/01/2026 | 03:02 GMT
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Central Banks
Japan spending chart shows USD/JPY response
Central Banks

Japan household spending rebounds while real wages still lag, complicates BOJ outlook

  • The data supports confidence in Japan’s domestic demand resilience, but falling real wages may limit how far consumption can sustain higher interest rates.
Eamonn Sheridan
08/01/2026 | 23:43 GMT
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Eamonn Sheridan
08/01/2026 | 23:43 GMT
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investingLive Asia-Pacific FX news wrap: Kiwi $ tailwind from improving data

investingLive Asia-Pacific FX news wrap: Kiwi $ tailwind from improving data
investingLive Exclusive
2m ago

BOJ expected to hold rates at 0.75% Friday, but signal readiness to hike further as yen weakness and solid wage gains lift inflation risks. Some policymakers see April in play if the currency slides, though most expect the next move later in 2026.

investingLive Exclusive
11m ago

BOJ eyes growth boost & rate hikes amid yen fall; 0.75% rate steady, but April hike eyed. Watch yields!

Reuters
15m ago

Citi downgraded European equities to neutral for the first time in over a year, citing tariff uncertainty and rising US–EU tensions over Greenland. European shares fell after Trump’s move, while Citi upgraded Japanese stocks to overweight.

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