📊 BOJ Rate Hike Plans Thrown Into Chaos by Iran Crisis

The Bank of Japan's rate hike timeline just got complicated 🇯🇵💹

📌 Key facts:
• BOJ Deputy Gov Himino says hikes "likely to continue" — but gave ZERO hints on timing
• Markets had bet on a hike to 1.0% from 0.75% as early as March/April
• US-Iran conflict is a major wildcard — rising oil pushes inflation UP but could hurt the economy
• Yen has been UNDERPERFORMING since the war started despite "safe haven" status
• JGB yields jumped on conflicting inflation/haven signals

⚡ The BOJ is stuck between a weak yen, rising costs, and global chaos

#Japan #BOJ #InterestRates #Yen
@japan

🏦💰🔥 Bank of Japan Holds Rate at 0.75% — Three Board Members Dissent!

BOJ stands pat despite inflation pressure, but internal division signals hikes ahead 📈

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🔹 Rate Decision: Maintained 0.75%, 3 dissenters wanted 1.0% hike 📊
🔹 Dissenters: Takata, Tamura, Nakagawa cited energy inflation ⚡
🔹 Forecast: Core inflation drops below 2% H1 2026, then rises on oil 📉📈
🔹 Market View: Two-thirds expect 1.0% by June 2026 🎯
🔹 Context: Neutral rate at 1.5%, current 0.75% still accommodative 💹

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Governor Ueda ruled out cuts, confirming gradual tightening ahead 🌏⚡

#Japan #BankOfJapan #InterestRates

@japan