The Bank of Japan's rate increase is a "done deal," with inflation and a weak yen making the jump to 1% a necessity and another round of intervention a possibility. https://www.japantimes.co.jp/business/2026/06/11/economy/boj-preview-june-meeting-2026/?utm_medium=Social&utm_source=mastodon #business #economy #boj #japaneseeconomy #negativeinterestrates #bonds #jgb #kazuoueda
Bank of Japan rate hike a ‘done deal’ given inflation and weak yen

With markets worried the BOJ might be falling behind the curve, the bank is increasingly compelled to act.

The Japan Times
Three dissents at BOJ policy board meeting suggest hawkishness ahead

The war in Iran was a factor in keeping the policy rate at 0.75% at the April meeting.

The Japan Times
The Bank of Japan heads into its two-day policy meeting next week with the prospects for a rate increase dimming, as economic uncertainties remain high due in part to the conflict in the Middle East. https://www.japantimes.co.jp/business/2026/04/24/markets/boj-preview-april-2026/?utm_medium=Social&utm_source=mastodon #business #markets #boj #negativeinterestrates #gdp #inflation #banks
Bank of Japan set to hold rates steady, with Iran war a factor

Forecasts have changed significantly in recent weeks as conflict continues and the price of oil remains high.

The Japan Times
Japan's Negative Rates: Global Borrowing Strategy. Discover Japan's long-standing negative interest rates and how global investors leverage this for cheap capital. #JapanEconomy #NegativeInterestRates #BankOfJapan #CheapCapital #CarryTrade #GlobalInvesting
The Bank of Japan is set to hit a milestone in its quest to shrink its balance sheet, as its commercial paper holdings head toward zero. https://www.japantimes.co.jp/business/2026/01/29/boj-commercial-offloading/?utm_medium=Social&utm_source=mastodon #business #boj #japaneseeconomy #negativeinterestrates
BOJ set to see progress with balance sheet cuts with CPs at zero

The outstanding amount of commercial paper holdings on the central bank’s books has dropped to ¥29.9 billion as of Jan. 20, according to BOJ data last week.

The Japan Times
The Bank of Japan will potentially raise interest rates three times this year to double the current level if the yen’s weakness persists. https://www.japantimes.co.jp/business/2026/01/20/economy/citigroup-boj-rate-hike-projection/?utm_medium=Social&utm_source=mastodon #business #economy #citigroup #boj #inflation #yen #japaneseeconomy #negativeinterestrates
Citigroup sees risk of three BOJ rate hikes in 2026 on weak yen

The Bank of Japan will potentially raise interest rates three times this year to double the current level if the yen’s weakness persists.

The Japan Times
The Bank of Japan’s pivot to interest-rate hikes in the past year has triggered the biggest losses for Japan’s sovereign debt among global markets. https://www.japantimes.co.jp/business/2025/04/01/markets/japan-soverign-bond-losses/?utm_medium=Social&utm_source=mastodon #business #markets #bonds #jgbs #japaneseeconomy #boj #negativeinterestrates
Japan confronts biggest bond loss globally as BOJ rate hikes upend market

The past year marked a sixth straight year of losses for Japan’s sovereign debt as the central bank raises rates while its other counterparts elsewhere are cutting them.

The Japan Times
Next month the Bank of Japan will release its findings on the pros and cons of the various unconventional monetary easing tools used in its 25-year battle with deflation, in another symbolic step towards ending its massive stimulus. https://www.japantimes.co.jp/business/2024/11/19/economy/boj-stimulus-era-analysis/?utm_medium=Social&utm_source=mastodon #business #economy #boj #haruhikokuroda #kazuoueda #negativeinterestrates #japaneseeconomy
After three decades of ultraloose monetary policy, even small hikes in interest rates by the Bank of Japan are poised to fuel an increase in the number of zombie companies that could be tipped into insolvency. https://www.japantimes.co.jp/business/2024/10/22/companies/japan-zombie-firms-boj-rate-hike/ #business #companies #bankruptcies #japaneseeconomy #boj #negativeinterestrates #yen #inflation #panasonic #his
Bets on more aggressive monetary easing in a number of advanced economies risk making the Bank of Japan stand out all the more for contemplating raising, not lowering interest rates. https://www.japantimes.co.jp/business/2024/10/05/markets/boj-hike-global-easing-hurdle/ #business #markets #boj #kazuoueda #shigeruishiba #yen #forex #stocks #japaneseeconomy #negativeinterestrates
Stepped-up global easing risks making it harder for BOJ to hike

Worries about the implications of further BOJ tightening against a global backdrop of easing were again on display this week.

The Japan Times