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BOJ’s Ueda Signals Readiness for More Rate Hikes as Wage–Price Cycle Firms

Investors look to the Jan. 22–23 outlook for clues on the next move.

Overview

  • Governor Kazuo Ueda said further increases will proceed if growth and inflation evolve as projected, underscoring a data‑dependent approach.
  • The policy rate stands at 0.75% after December’s hike, the highest level in roughly 30 years, as Japan continues its gradual normalization.
  • Ueda said wages and prices are highly likely to rise together moderately, pointing to a strengthening wage–price dynamic.
  • Markets reflected the guidance with the yen near ¥157 per dollar and 10‑year JGB yields briefly around 2.125%, the highest in decades.
  • A government panel member, former BOJ deputy governor Masazumi Wakatabe, urged anchoring inflation expectations near 2% as inflation has topped that level for nearly four years.