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BOJ Holds Rates as Split Vote Raises June Hike Prospects

businessmacroeconomicsworldjapan 35 posts · 9 accounts

The Bank of Japan left rates unchanged in a split decision, with three board members dissenting in favor of a hike, a result that increased the likelihood of a move in June. Governor Kazuo Ueda said the BOJ stayed on hold because the probability of its baseline outlook had decreased, highlighting uncertainty over the economy.

Ueda said policymakers want more time to evaluate how conditions in the Middle East may affect Japan’s economy, prices and progress toward the inflation goal. He said underlying inflation has not fully stabilized at 2%, but added that a rate hike is possible unless there is significant downside pressure on the economy, and that the BOJ will keep increasing interest rates while adjusting monetary support in line with economic, price and financial conditions.

From the sources (25 posts)

@firstsquawk

Bank of Japan Governor Ueda said the BOJ will act appropriately on monetary policy to avoid lagging behind the curve.

@firstsquawk

Bank of Japan Governor Ueda said policymakers will monitor if the economy undergoes a major correction phase.

@firstsquawk

Bank of Japan Governor Ueda said the BOJ will keep increasing interest rates while adjusting the level of monetary support according to economic, price, and financial conditions.

@firstsquawk

Bank of Japan Governor Ueda noted that underlying inflation has not fully stabilized at the 2% level.

@firstsquawk

Bank of Japan Governor Ueda noted that Tamura proposed including wording in the outlook report stating underlying inflation aligns with the inflation target.

@firstsquawk

Bank of Japan Governor Ueda said the BOJ stayed on hold as the probability of its baseline outlook decreased.

@firstsquawk

Bank of Japan Governor Ueda noted that Middle East uncertainty has reduced the chances of the price and economic outlook playing out as expected.

@firstsquawk

Bank of Japan Governor Ueda said Middle East developments require careful monitoring for their impact on financial and currency markets, Japan’s economy, and prices.

@firstsquawk

Bank of Japan Governor Ueda noted that conditions in the Middle East are still uncertain.

@firstsquawk

According to BOJ Governor Ueda, policymakers need to be alert to the risk of additional economic slowdown based on supply shock conditions.

@business

The Bank of Japan left its rate unchanged in a split vote that increased the likelihood of a hike in June. But the weak yen saw only a brief respite as Governor Kazuo Ueda cast doubt on the economy’s outlook.

@firstsquawk

According to BOJ Governor Ueda, underlying inflation remains slightly below the 2% target.

@firstsquawk

According to BOJ Governor Ueda, the BOJ prefers to spend more time evaluating how Middle East conditions may influence Japan’s economy, prices, and goal achievement.

@firstsquawk

BOJ GOV UEDA: IF ECONOMY DOESN'T UNDERSHOOT SIGNIFICANTLY, THERE IS A POSSIBILITY OF RATE HIKE

@financialjuice

BoJ's Governor Ueda: I can't say how many months it would take to gauge timing of our next rate hike.

@firstsquawk

BOJ GOV UEDA, ASKED IF RATE HIKE NOT POSSIBLE WHILE STRAIT OF HORMUZ IS CLOSED, SAYS DECISION WOULD DEPEND ON INFLATION RISKS AND ECONOMY BEYOND THAT

@financialjuice

BoJ's Governor Ueda: No change to our view that we expect underlying inflation to be around 2% from second half of fy 2026.

@financialjuice

BoJ's Governor Ueda: BoJ's outlook based on no major supply chain disruption.

@firstsquawk

According to BOJ Governor Ueda, board member Takata recommended adding a reference that CPI has already achieved the target level.

@reuters

Bank of Japan Governor Kazuo Ueda speaks at a press conference after the central bank kept rates steady. Markets will be looking for clues on how the Iran war affects the BOJ's rate-hike path. Follow for live coverage

@firstsquawk

According to BOJ Governor Ueda, Japan’s economy has a moderate level of resilience.

@reuters

BOJ keeps rates steady but 3 board members dissent, call for hike

@financialjuice

BoJ's Governor Ueda: Japan's economy recovering moderately albeit with some weakness.

@reutersbiz

Bank of Japan Governor Kazuo Ueda speaks at a press conference after the central bank kept rates steady. Markets will be looking for clues on how the Iran war affects the BOJ's rate-hike path. Follow for live coverage

@firstsquawk

BOJ'S UEDA: JAPAN'S EXPOSURE TO PRIVATE CREDIT ISN'T SO BIG

Preview built on a synthetic news corpus (16 weeks, Apr–Jul 2026). Impact calls are model reads, not price data.

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