Lim Hui Jie reports Japan's core inflation unexpectedly softened to 1.4% in April, its lowest since March 2022, challenging the case for an early BOJ rate hike. Government fuel and tuition subsidies eased the data, but the Iran war is expected to push prices higher. Learn more about the economic implications. https://www.cnbc.com/2026/05/22/japan-april-core-inflation-boj-rate-hike-outlook.html #JapanInflation #BOJ #EconomicPolicy
Japan's key inflation gauge slowed by more than forecast as government steps to ease costs of living offset the impact from a weak yen and elevated energy prices. https://www.japantimes.co.jp/business/2026/05/22/economy/cpi-april-rise/?utm_medium=Social&utm_source=mastodon #business #economy #japaneseeconomy #inflation #sanaetakaichi #energy #internalaffairsministry #food #boj #economicindicators
Japan’s inflation eases to four-year low, complicating BOJ hike

Japan's core consumer price index, which excludes fresh food, rose 1.4% in April from a year earlier, the internal affairs ministry said Friday.

The Japan Times
The Bank of Japan might be behind the curve on interest rate increases, as yen and bond prices fall and doubts grow about fiscal discipline. https://www.japantimes.co.jp/business/2026/05/21/economy/boj-bond-market-forex/?utm_medium=Social&utm_source=mastodon #business #economy #yen #dollar #inflation #boj #forex #bonds #jgb
Bank of Japan might be behind the curve on interest rate increases

The wait-and-see approach is becoming an issue with yen weak, bond prices falling and doubts increasing about fiscal discipline.

The Japan Times
Bank of Japan board member Junko Koeda signaled support for raising benchmark interest rates, the latest indication that momentum is building for a move as early as next month. https://www.japantimes.co.jp/business/2026/05/21/economy/boj-member-rate-hike/?utm_medium=Social&utm_source=mastodon #business #economy #boj #japaneseeconomy #inflation #iran #us #middleeast #energy
BOJ should raise policy rate at appropriate pace, says board member Junko Koeda

Koeda was among those who voted with the majority in favor of holding settings steady at the last policy meeting on April 28.

The Japan Times
Japan faces growing economic and geopolitical challenges as globalization gives way to a more fragmented world shaped by strategic rivalry, decentralized energy markets and alternative financial systems. https://www.japantimes.co.jp/commentary/2026/05/20/japan/japan-moving-beyond-old-alliances/?utm_medium=Social&utm_source=mastodon #commentary #japan #boj #uae #opec #saudiarabia #us #imf #worldbank #china #beltandroad #asianinfrastructureinvestmentbank #newdevelopmentbank #brics #russia #iran #swift #hongkong #thailand #india #asiandevelopmentbankinstitute
Japan’s challenge in a world moving beyond old alliances

The emerging world order is likely to be more fragmented, more competitive and more uncertain.

The Japan Times
Pacific Investment Management is seeing an opportunity in Japan's 30-year sovereign bonds at a time when concerns over inflation and government spending have pushed those yields to record highs. https://www.japantimes.co.jp/business/2026/05/20/companies/pimco-japan-bonds/?utm_medium=Social&utm_source=mastodon #business #companies #pacificinvestmentmanagement #investments #japaneseeconomy #jgb #boj #bonds
Pimco favors Japan’s 30-year bonds, says yield curve ‘too steep’

Japan's yield curve is the steepest in developed markets, reflecting investor concerns that the Bank of Japan has been too slow to raise interest rates.

The Japan Times
Morgan Stanley's Japan chief said he is hoping that the yen strengthens to around 140 against the dollar, and that Bank of Japan action is key for that to happen. https://www.japantimes.co.jp/business/2026/05/20/companies/morgan-stanley-boj-hike-key/?utm_medium=Social&utm_source=mastodon #business #companies #morganstanley #yen #dollar #inflation #boj #inflation
Morgan Stanley Japan head says BOJ hike key to strengthening yen

If the central bank fails to raise interest rates in June, that would have an impact on the bond and currency markets, Alberto Tamura said in an interview.

The Japan Times
Finance Minister Satsuki Katayama indicated her resolve to intervene in a foreign exchange market to prop up the yen as needed as her Group of Seven counterparts understand the nation's stance. https://www.japantimes.co.jp/business/2026/05/20/economy/katayama-bold-action/?utm_medium=Social&utm_source=mastodon #business #economy #satsukikatayama #g7 #paris #yen #kazuoueda #boj #japaneseeconomy #inflation #middleeast
Japan’s finance chief pledges bold action for weak yen as needed

'We have understanding' from the G7 counterparts, Finance Minister Satsuki Katayama said. 'We will take bold action as needed.'

The Japan Times
Japan's economy grew much faster than expected at the start of the year, supporting the case for further Bank of Japan interest-rate hikes. https://www.japantimes.co.jp/business/2026/05/19/economy/gdp-rise-first-quarter/?utm_medium=Social&utm_source=mastodon #business #economy #japaneseeconomy #economicindicators #boj #middleeast #inflation #gdp #iran
Faster economic growth supports BOJ’s case for hike

Real gross domestic product rose 2.1% on an annualized basis in the first quarter, according to a Cabinet Office report.

The Japan Times
Japan's corporate goods prices surged by the most in 12 years in April, in another sign of how the war in Iran is boosting inflationary pressures and supporting the case for an interest rate hike. https://www.japantimes.co.jp/business/2026/05/15/economy/corporate-goods-price-surge-april/?utm_medium=Social&utm_source=mastodon #business #economy #japaneseeconomy #economicindicators #boj #iran #inflation #oil #naphtha
Japanese producer prices jump by the most since 2014, backing case for rate hike

The measure of input prices for Japanese firms rose 2.3% in April from a month earlier, a full point above the highest estimate in a survey of economists.

The Japan Times