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BOJ set to hit 1% but vote split, bond taper pause and July signals are the real story
USD/JPY — All Desk Targets
23 desks
| Firm | Stance | YE 2026 |
|---|---|---|
Bank of America | Bullish | 149.00 |
UOB | Neutral | 163.50 |
UBS | Bullish | 150.00 |
From the original
A clean 25bp hike with unchanged forward guidance would be the least market-moving outcome and is broadly what consensus expects. The risk events sit on either side: a 50bp move or a hawkish dissent from the reflationary wing of the board would steepen the JGB curve and put a bid