
Japanese Yen Slump Corners BoJ on Faster Rate Hikes
Yen weakness is turning into a BoJ policy constraint, with markets eyeing a possible October hike despite a likely July pause.
Jul 22, 20266 min read0 reactions0 comments
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Yen weakness is turning into a BoJ policy constraint, with markets eyeing a possible October hike despite a likely July pause.

Tamura says Japan has hit 2% inflation and the BoJ should move rates near neutral before delay makes tightening harsher.

Crowded yen shorts turn Tuesday's BOJ decision into a Bitcoin risk. A hawkish Ueda could force a carry-trade unwind.

The BOJ’s new 2.8% inflation gauge raises rate-hike risk and threatens yen carry trades across global markets.