BOJ minutes show shift from lifting to 'anchoring' 2% inflation, stoking debate over further rate hikes

#boj #inflation #monetarypolicy #japan

Finance ministers Katayama and Bessent held their first call since July joint intervention, and the yen rallied nearly two big figures on the news.

#Bessent #Boj #Dollar #Forex #Intervention #Katayama #Yen

[Interview] Katsuhiko Hibino, President of Tokyo University of the Arts and Contemporary Artist, vs. Policy B…

It appears that Kazuyuki MASU, as a member of the Bank of Japan’s Policy Board, had a conversation with Katsuhiko Hibino for the Fall…

AI summary. Not investment advice.
#BOJ #BankOfJapan

The BOJ didn’t just raise rates. It changed the inflation story.

At 1.25% the focus now shifts to what comes next.

The bigger lesson? Prepare your audience before the big move.

#BOJ #Forex #Yen #MonetaryPolicy

[Press Conference] Governor Kazuo Ueda (September 18)

Kazuo Ueda of the Bank of Japan announced that the board had voted by a majority to raise the policy interest rate from 1.0% to 1.25%, and it appears they will also adjust the interest rate…

AI summary. Not investment advice.
#BOJ #BankOfJapan

BOJ just raised rates to 1.25% - highest in 31 years. Mortgage costs are climbing, but Tokyo used condo prices just had their first monthly drop in 28 months. Is this the shift? #HousingJapan #JapanRealEstate #TokyoProperty #BOJ #TokyoCondos #MinatoKu

The #BOJ raised rates. The yen fell.

The reason wasn't the hike.

It was the 7 - 2 vote split.

Markets expected the move.
They didn't expect the level of dissent.

Sometimes, the vote matters more than the decision.

#BOJ #JPY #Forex

#Fed raised the federal funds target range by 25bps to 3.75%–4.00% at its Sept meeting; #ECB has tightened twice this year, calling its latest move a "no-brainer"; and #BoJ continues its exit from ultra-easy policy, chart #GoldmanSachs

#Japan is emerging from decades of deflation and the #BoJ is normalising its policy after years of fuelling the belief that the yen could permanently be used to fund risk at a knockdown price, chart @financialtimes.com
www.ft.com/content/f114...

#BoJ: Changing policy landscape with underlying CPI rising closer to 2% leading to 25-bps hike in December and, potentially, also in March
aliciagarciaherrero.substack.com/p/boj-changi...

🚨 Bank of Japan Rate Hike Is a Warning Shot for Global Markets 🌍📉

investorideas.com/news/2026/ma...

#BankOfJapan #BOJ #Yen #GlobalMarkets #Bonds #InterestRates #Investing

🚨 Bank of Japan Rate Hike Is a Warning Shot for Global Markets 🌍📉

investorideas.com/news/2026/ma... @nigeljgreen.bsky.social

#BankOfJapan #BOJ #Yen #GlobalMarkets #Bonds #InterestRates #Investing

🇯🇵 BOJ hikes to 1.25% and USD/JPY still pushes above 157. Perfect reminder that a rate hike can be hawkish on paper and disappointing in the price. www.ebc.com/forex/boj-ra... #USDJPY #BOJ #JapaneseYen #Forex

Are Asian currencies entering a more volatile phase?

The won surged on AI-related capital flows while the yen swung sharply amid BOJ hawkishness and intervention speculation.

#AsianCurrencies #KRW #JPY #BOJ #Forex #Semiconductors #MarketNews

Can Japan’s strong exports offset tighter BOJ policy?

Tokyo markets were closed for Respect for the Aged Day as investors digested a 31-year high in rates and 19.3% export growth.

#Japan #BOJ #JapanStocks #Exports #InterestRates #Nikkei225 #MarketNews

Are central banks keeping Europe on the defensive?

European stocks ended lower as markets digested major policy decisions from the Fed, BOE and BOJ.

#EuropeanStocks #Fed #BOE #BOJ #InterestRates #EuropeanMarkets #MarketNews

JLSW Monday Digest #097: BOJ hikes to 1.25%, highest since 1995, the week the Fed cut. Higher rates weigh on pre-profit biotech. BMS drops Orum-derived degrader antibody after Ph1.

#BOJ #DrugDiscovery #LifeSciencesJapan
https://jlsweekly.substack.com/p/jlsw-monday-digest-20260921

ICAO: 40753F
Owner: JET2
Flt: EXS34NR GJZBP B738 BOJ-EDI
Time: 2026-09-20 22:54:35 CEST
Min Alt: 10966 m
Min Dist: 19.8 km (29deg NNE)
Squawk: 0601
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enrichedinvesting.com/wp-content/u...

#Oil is not just oil its refined products too. Prices are rising. #Fed hiked rates so did the #BOJ. #Stocks still wavering but #DJI gave a sell signal. Gold rose despite interest rates, oil prices, rising #USDX. #Oil prices paused, #wars expanding.

ICAO: 40753F
Owner: JET2
Flt: EXS7AJ GJZBP B738 EDI-BOJ
Time: 2026-09-20 16:24:14 CEST
Min Alt: 11270 m
Min Dist: 1.02 km (127deg SE)
Squawk: 3404
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