Updated
Updated · Reuters · Jun 12
BOJ Set to Lift Rates to 1% as Ueda Misses 31-Year-High Decision
Updated
Updated · Reuters · Jun 12

BOJ Set to Lift Rates to 1% as Ueda Misses 31-Year-High Decision

3 articles · Updated · Reuters · Jun 12

Summary

  • June 16 is set to bring a BOJ rate increase to 1% from 0.75%, the highest level since 1995, even with Governor Kazuo Ueda absent for hospital treatment.
  • Inflation risks are driving the move: Japan's wholesale prices jumped 6.3% in May, while the Middle East war, a weak yen and a tight labour market are seen broadening price pressures.
  • Shinichi Uchida's post-meeting briefing is now the main focus for markets looking for clues on whether the BOJ will keep tightening after June or move more cautiously.
  • The bank is also expected to keep its current bond-buying taper pace beyond next fiscal year, balancing higher inflation against market jitters and uncertainty over the war's economic fallout.
  • A 1% policy rate would mark the BOJ's first hike since December and still sit near the bottom of its estimated 1.1%-2.5% neutral range, leaving room for a projected move to 1.25% later this year.

Insights

Is Japan's central bank hitting the brakes and the accelerator at the same time with its new policy?
With Japanese wages at a 30-year high, will the upcoming rate hike help or hurt the average worker?
Could the Bank of Japan's rate decision trigger a major sell-off in U.S. government bonds?