INVESTINGLIVE
Recap - BOJ debated faster rate hike pace in July, summary shows
USD/JPY — All Desk Targets
23 desks
| Firm | Stance | YE 2026 |
|---|---|---|
Société Générale | Bullish | 150.00 |
Scotiabank | Bullish | 140.00 |
Commerzbank | Bearish | 160.00 |
From the original
This confirms and sharpens the hawkish reading from our earlier piece on the same Summary of Opinions, and the explicit tie to a September hike is the key upgrade here. A BOJ moving faster than markets currently price would tend to support the yen and lift JGB yields, and for AUD
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