BOJ Rate Hold Seen as Done Deal, Putting Focus on Guidance

With markets virtually certain that the central bank will hold the policy rate at 1.25%, all eyes are on what clues Gov. Kazuo Ueda could give about the timing of the next rate hike.

WSJ • Oct 28, 2026

BOJ's next rate hike likely in December or January, CNBC Survey shows

CNBC's reporter Lisa Kim shares what the market is expecting from this week's Bank of Japan's interest rate decision, especially on inflation assessment after conducting a survey with 16 economists.

CNBC International TV • Oct 27, 2026

Japan companies compensate users as cyberattacks buffet economy

Japanese companies are moving to pay compensation to users following waves of cyberattacks that have disrupted internet services and raised concerns about economic ‌stability.

Reuters • Oct 26, 2026

Here's why KOSPI and Nikkei 225 are falling sharply on October 20

South Korean and Japanese stocks fell on Tuesday despite an overnight rebound in US technology shares, as investors remained unwilling to rebuild exposure to Asia's biggest artificial intelligence trades before a crucial earnings week. The KOSPI was down 2.36% at 5,631.95 by 11:20 am in Seoul, after touching 5,493.24.

Invezz • Oct 20, 2026

BOJ Interest Rate Forecast: December Hike in Focus Ahead of Japan CPI

Japan's inflation report could shape the BOJ's next rate move as USDJPY, EURJPY and GBPJPY test key technical levels.

FXEmpire • Oct 18, 2026

Here's why Nikkei 225 is surging on Oct. 16

Japan's Nikkei 225 rebounded sharply on Friday as lower US Treasury yields and a late Wall Street recovery encouraged investors back into stocks battered by this week's AI-led sell-off. The benchmark rose 1.82% to 65,598.63 by 10:02 am in Tokyo, after plunging 4.9% on Thursday to 64,425.95, its biggest daily percentage decline since March.

Invezz • Oct 16, 2026

KOSPI and Nikkei rebound after brutal AI sell-off, but one warning sign remains

South Korean and Japanese stocks rebounded on Wednesday as investors returned to semiconductor and AI shares hammered in Tuesday's rout, though the recovery stopped well short of signalling an all-clear. The KOSPI was up about 1.5% at 6,123 by 11:30 am in Seoul after briefly gaining more than 2%, while the Nikkei 225 rose 0.61% to 68,193.13 at Tokyo's midday break.

Invezz • Oct 14, 2026

Japan has no plans for new oil release from national reserves, official says

Japanese Chief Cabinet Secretary Minoru Kihara said on Monday there were no plans ​for a fresh release of crude oil from national reserves ‌as the country had already released supplies.

Reuters • Oct 5, 2026

Nikkei 225 falls 1.2% as US yields hit 19-year high: why KOSPI barely budges

Asian stocks came under renewed pressure on Tuesday as rising oil prices and a global bond selloff pushed borrowing costs higher, but the damage was uneven across the region's two major technology-heavy markets. Japan's Nikkei 225 fell about 1.2% to 65,070.58 in early trade, while South Korea's KOSPI was down a much smaller 0.2% near 6,877 late in the morning.

Invezz • Sep 29, 2026

Japan's fiscal gamble has JGB market ‘flashing warning signs', says Nomura

Nomura's Rob Subbaraman says Japan's bond market is “flashing warning signs” as Prime Minister Sanae Takaichi pursues fiscal stimulus aimed at lifting nominal growth. He says rising borrowing costs could threaten that strategy, while largely cost-driven inflation complicates the Bank of Japan's tightening path.

CNBC International TV • Sep 23, 2026