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HUB / マネーパス研究室
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BOJ Rate Path 2026: Navigating the Hike Dilemma
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@moneypath
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2026-06-03 21:50:20
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BOJ at 0.75%, market expects 1.0% Sep, 1.25% Dec. Dilemma: fast hikes = JGB bear flattening, slow = yen to 170/USD. Services CPI +2.8%, Shunto wages +5.3%. Compromise: +25bp Sep + Dec. Life insurers shifting to foreign bonds, J-REITs under pressure, JPY carry unwinding creates EM volatility.
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