Bank of Japan Watch “Third arrow” may trigger additional monetary stimulus The Bank of Japan will likely leave policy settings unchanged at the meeting that concludes on Friday (13 th June). We continue to expect more easing in October as it becomes clear that inflation... 10th June 2014 · 1 min read
Bank of Japan Watch On-target inflation forecasts don't preclude more easing The Bank of Japan will most likely leave policy settings unchanged at the upcoming May meeting, and Board members’ sanguine views on the economy suggest that the chances of additional near-term easing... 19th May 2014 · 1 min read
Bank of Japan Watch Spread of forecasts at least as revealing as the median The Bank of Japan will almost certainly maintain its current policy settings at the conclusion of the second of this month’s two Board meetings on Wednesday. However, there should still be plenty of... 28th April 2014 · 1 min read
Bank of Japan Watch Sales tax hike alone unlikely to prompt further stimulus The Bank of Japan will almost certainly maintain its current policy settings at the conclusion of the first of this month’s two Board meetings on Tuesday (8th), despite the hit to GDP from the... 4th April 2014 · 1 min read
Bank of Japan Watch Little urgency for additional monetary stimulus The Bank of Japan will almost certainly maintain its current policy settings at the conclusion of the two-day March Board meeting tomorrow (Tuesday 11 th). It will be interesting to see whether... 10th March 2014 · 1 min read
Bank of Japan Watch BoJ unlikely to be panicked into additional easing The Bank of Japan will almost certainly maintain its current policy settings at the conclusion of the two-day Board meeting next Tuesday (18 th). This means no change to the asset purchase programme... 14th February 2014 · 1 min read
Bank of Japan Watch Too soon to drop the inflation target The two-day meeting of the Bank of Japan’s Policy Board, which concludes next Wednesday (22nd), is unlikely to result in any significant changes to the asset purchase programme. We continue to favour... 16th January 2014 · 1 min read
Bank of Japan Watch Sticking to the course The two-day meeting of the Bank of Japan’s Policy Board, which concludes next Friday (20 th), is unlikely to result in any major policy changes, despite the recent flurry of speculation that fresh... 12th December 2013 · 1 min read
Bank of Japan Watch Board disagreements underline bias towards further easing The statements following the two-day meeting of the Bank of Japan's Policy Board, which concludes on Thursday, are likely to be dovish even if there is no additional loosening just yet. It has been... 18th November 2013 · 1 min read
Bank of Japan Watch Steady as she goes, perhaps for another 12 months The main agenda item at next Thursday’s meeting of the Bank of Japan’s Policy Board will be the new GDP and inflation forecasts to be published in the Bank’s “Outlook for Economic Activity and Prices”... 24th October 2013 · 1 min read
Bank of Japan Watch What will the Bank think of the consumption tax decision? The Bank of Japan’s two-day Policy Boardmeeting, which concludes next Friday, will beovershadowed by the release of the Tankan surveyand the confirmation of the government’s decisionon the consumption... 26th September 2013 · 1 min read
Bank of Japan Watch Further easing coming, but not just yet The Bank of Japan is unlikely to make any major policy changes at its two-day September meeting, which concludes on Thursday. Recent economic and market developments have mostly been positive, and... 2nd September 2013 · 1 min read
Bank of Japan Watch Waiting for the consumption tax hike The Bank of Japan will likely leave policy settings unchanged at its two-day August meeting, which concludes on Thursday. Governor Kuroda has indicated that a condition for further easing is the... 5th August 2013 · 1 min read
Bank of Japan Watch Steady as she goes The Bank of Japan’s two-day July meeting (which concludes on Thursday) is unlikely to result in any major policy changes. Indeed, the Board is probably much happier with recent market developments –... 8th July 2013 · 1 min read
Bank of Japan Watch What more could (or should) the Bank of Japan do now? The Bank of Japan’s two-day June meeting (which concludes on Tuesday) is unlikely to result in any major policy changes. The Board will probably discuss tweaks to its money market operations and asset... 6th June 2013 · 1 min read
Bank of Japan Watch Kuroda to seek to reassure JGB investors The Bank of Japan’s two-day meeting (which concludes on Wednesday) is unlikely to result in any major policy changes. Governor Kuroda will want to address the recent jump in JGB yields, although we... 20th May 2013 · 1 min read
