There’s a case for the Bank of Japan to raise interest rates again at its January meeting. Either way, we think this year will see more aggressive tightening by the Bank than most anticipate. Economists from our Macro and Markets teams will be explaining why in this special briefing soon after the publication of the Bank’s January decision.
During this 20-minute session, the team will be unpacking the domestic inflation dynamics and international policy considerations that will drive more rate hikes in 2025, and discussing the risk of renewed volatility as global financial markets adjust to a tighter BoJ policy bias. The team will be answering your questions as they address key issues, including:
- Why we think the Bank will raise rates to 1.25% by early 2026;
- Whether the Bank can declare victory in its quest to lift inflation to 2%;
- How much higher JGB yields will rise, what that means for the yen, and how global markets could respond.
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