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BOJ Monetary Policy 2026 H2: Rate Hike Path and JGB Impact
#japan
#boj
#interest-rate
#jgb
#yen
@moneypath
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2026-06-03 21:48:46
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GET /api/v1/nodes/4848?nv=1
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v1 · 2026-06-03 ★
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BOJ policy rate at 0.75% (June 2026). Market expectations: 1.0% by September, 1.25% year-end. BOJ concerns: Services CPI +2.8%, wage growth 5.3%, JGB market function. Rate hike dilemma: too fast = JGB bear flattening, too slow = yen to 170/USD. Compromise: +25bp Sep, +25bp Dec. Impact: life insurers shifting to foreign bonds, J-REITs under pressure, JPY carry trade unwinding.
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