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BOJ Minutes Reveal Ueda’s Warning on Risks of Prolonged Easy Policy

The record of a Nov. 12 economic panel meeting underscores his call for a measured path to the 2% goal as underlying inflation remains below target.

Overview

  • Minutes released Monday show Governor Kazuo Ueda told Japan’s top economic panel that leaving policy too loose for too long could undermine stable attainment of the inflation target.
  • Ueda said sustainable 2% inflation requires not only lifting prices from below but also avoiding an excessive overshoot, describing an approach aimed at a smooth landing.
  • The discussion occurred at the Council on Economic and Fiscal Policy’s first meeting since Prime Minister Sanae Takaichi took office.
  • The question to Ueda came from former BOJ Deputy Governor Masazumi Wakatabe, now a private-sector member of the council.
  • The minutes noted no direct exchanges between Ueda and Takaichi, and recorded Takaichi’s pledge for the government to work with the BOJ to revitalize the economy.