Wholesale inflation in Japan cools to 6.8%, keeping BOJ hike bets alive
Japan's September wholesale inflation slowed to 6.8% from 7.6%, but import costs surged 24.5%, keeping BOJ rate-hike expectations alive.
13 h ago13 min read
BOJ
Yen intervention talk resurfaces as Bessent and Katayama meet in Bangkok
Yen intervention talk is back as Bessent, Katayama and BOJ's Ueda head to Bangkok for IMF and G20 meetings. USD/JPY is near 158.
09/10/2026 08:328 min read
Japan relaunches DOGE-style review to fund Takaichi pledges as bond yields rise
Japan relaunches a DOGE-style spending review to find funds for prime minister Takaichi's pledges as JGB yields hit multi-decade highs.
09/10/2026 01:2112 min read
Japan household spending drops for ninth month, but miss smaller than predicted
Japanese household spending fell for a ninth straight month in August, but the 3.1% drop was less than the 3.6% forecast.
09/10/2026 00:2712 min read
Tokyo Exchange to offer meeting-based BoJ rate futures
Tokyo Financial Exchange to launch TONA futures for BoJ meeting-by-meeting rate bets, targeting improved hedging and pricing clarity.
08/10/2026 02:1213 min read
Japan's real wages extend eight-month winning streak, supporting BOJ rate hike rationale
Japan's inflation-adjusted wages rose 1.5% in August, the eighth straight monthly gain, bolstering the Bank of Japan's case for further rate increases.
06/10/2026 23:5113 min read
Japan manufacturer confidence near five-year peak, services fall
The Reuters Tankan survey showed Japanese manufacturer confidence at a near five-year high, while services fell six points.
06/10/2026 23:1215 min read
BOJ's Sato signals support for gradual rate hikes but no pre-set timeline
BOJ board member Ayano Sato backs gradual rate hikes but no pre-set schedule, citing accommodative conditions and oil cost risks.
06/10/2026 22:2313 min read
BoJ's Sato Supports Gradual Hikes, Avoids Timing, USDJPY Stays Flat
BoJ's Sato backs further rate hikes but expresses concern over consumption and avoids specifying timing. USDJPY trades in a narrow range near moving averages.
06/10/2026 16:1210 min read
Ueda: inflation close to 2%, keeping December BOJ hike on the table
BOJ Governor Ueda said underlying inflation is nearing 2%, with markets pricing about 64% odds of a December hike.
06/10/2026 07:028 min read
BOJ May Signal Inflation Is Roughly at 2%, Bolstering Case for December Move
The BOJ may signal in October that underlying inflation has roughly reached 2%, giving markets more reason to expect a December rate hike.
06/10/2026 05:219 min read
Ueda's speech in focus as markets assess October rate hike possibility
Bank of Japan Governor Ueda speaks in Tokyo on Tuesday. Traders look for signals on a possible October rate hike.
05/10/2026 20:2212 min read
Uchida: AI demand shock lifts prices, warns of correction
BOJ Deputy Governor Uchida said AI has been a positive demand shock, raising prices, but warned of a correction risk if profits fail to keep pace.
05/10/2026 00:5213 min read
Japan's services PMI slips to 51.3 as employment rises and cost pressures remain high
Japan's services PMI slipped to 51.3 in September, with employment rising at the fastest pace in months and price pressures remaining strong, supporting a…
05/10/2026 00:5213 min read
MUFG goes short EUR/JPY, targeting 172 amid French bond turmoil and BoJ tightening
MUFG recommends shorting EUR/JPY at 177.50, targeting 172 as French bond stress and expected BoJ hikes weigh on the cross.
05/10/2026 00:1112 min read