ICYMI: BOJ opinions and tankan both point to more rate hikes after September's move
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The dollar's rise to about 157.87 yen suggests traders read the opinions as supportive of more hikes but not of an immediate follow-up, so expectations for an October move have been trimmed. Softer U.S. inflation data and the Cabinet Office's call for caution both argue against a
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4 itemsMost analysts now expect the next BOJ rate hike in December, none see October move: Bloomberg
Higher Tokyo inflation, hawkish BoJ comments, up odds of October hike
Higher Tokyo inflation, hawkish BoJ comments, up odds of October hike
The Bank of Japan's (BoJ) hawkish tilt is gaining traction amidst rising inflation signals from Tokyo. As Tokyo's core CPI inflation rose to 1.9% in June, suggesting persistent price pressures, the odds of an immediate rate hike have increased, with some analysts now calling for an October move rather than December. Per the full note from ING, this shift highlights a powerful narrative where second-round effects from elevated oil prices may soon require a response from the BoJ.
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Economic and event calendar in Asia, Monday, November 16, 2026. BoJ, China data, Japan GDP.