Goldman sees yen, Nikkei risk from faster BOJ rate path
Goldman Sachs expects the Bank of Japan to hike this week and accelerate tightening, boosting yen but pressuring Nikkei.
14/09/2026 21:4515 min read
BOJ
Japan Set for First 1.25% Rate Since 1995; Bitcoin Unmoved
The Bank of Japan is widely expected to hike its policy rate to 1.25%, the highest since 1995, while bitcoin remains stable ahead of the decision.
14/09/2026 10:4211 min read
Central bank decisions and inflation data dominate the coming week
Central banks in the U.S., U.K., and Japan meet this week, along with key inflation data from Canada, the U.K., the U.S., Japan, and the Eurozone.
14/09/2026 07:4122 min read
Yen Surges Nearly 4% in September as Fed and BOJ Meetings Loom
The yen has risen nearly 4% this month ahead of Fed and BOJ meetings, with rate decisions set to determine its next move.
14/09/2026 03:569 min read
BOJ Rate Hike Expected Next Week; Focus Shifts to Future Path
The BOJ is set to raise rates by 25bp next week, but the central bank gives no clear signal on further hikes, leaving markets focused on pace and terminal rate.
11/09/2026 03:2716 min read
Japan's wholesale prices stay high, strengthening case for BOJ rate increase
Japan's wholesale inflation stayed hot in August, reinforcing expectations that the Bank of Japan will raise rates next week.
11/09/2026 00:4116 min read
Three central banks may hike within eight days; ECB, BOJ and Fed in focus
Markets see high odds the ECB, Bank of Japan and Federal Reserve all raise rates this month, with the Fed's decision hinging on Friday's CPI report.
10/09/2026 11:4211 min read
Gold holds near $4,400 as markets eye US inflation data
Gold held near $4,400 and oil traded flat. BOJ's Masu signaled further rate hikes, while Trump proposed $5,000 checks. Germany moved to end crypto taxβ¦
10/09/2026 04:0110 min read
BOJ's Masu flags yen, oil, food as key inflation risks, hints at faster hikes
BOJ board member Masu says underlying inflation near 2%, warns weak yen and rising costs could force faster rate hikes.
10/09/2026 02:1819 min read
Bessent says he has 'house' edge on yen
Treasury Secretary Bessent claims inside knowledge on yen policy, stoking questions about BOJ independence and market risks.
09/09/2026 19:327 min read
Bessent Challenges Yen Bears: 'I Am the House' on Currency Policy
Treasury Secretary Bessent dares traders to bet against a stronger yen, citing coordination with Japan.
09/09/2026 09:268 min read
Yen Strength Bets Mount; Bitcoin Faces Carry Trade Risks
Hedge funds bet on yen strength, with dollar-yen options targeting below 150. Bitcoin may face pressure as cheap yen borrowing costs rise.
09/09/2026 07:279 min read
Japanese factory confidence near five-year high on chip-driven Reuters Tankan rise
Factory confidence in Japan hit near five-year high in September Reuters Tankan, driven by chip demand; manufacturers index reached +21.
08/09/2026 23:2320 min read
BOJ rate hike likely, yen rally at risk
BOJ expected to hike rates next week, but yen rally may be limited if Ueda signals caution.
08/09/2026 05:2112 min read
Yen touches strongest level in six months; Nikkei barely rises, Kospi jumps
The yen hit a six-month high against the dollar as BOJ hike bets built, while China's August imports missed forecasts and the Kospi gained nearly 2%.
08/09/2026 04:0312 min read