BoJ preview: hold at 1.25% expected, with 2% inflation call and dissent risk in focus
The yen and short-end Japanese government bond yields are where the reaction will show. A clear 2% declaration, a firm Ueda and a hawkish dissent would likely support the yen, push two-year yields higher and add to December pricing. Dovish dissents calling for a cut could outweig
USD/JPY — All Desk Targets
| Firm | Stance | YE 2026 |
|---|---|---|
Rabobank | Bullish | 145.00 |
ING | Bullish | 152.00 |
MUFG | Bullish | 152.00 |
All 25 desk targets for USD/JPY
Desk synthesis pending
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