Bank of Japan is expected to hold rates this week — but stay hawkish: CNBC survey

All survey respondents forecast the BOJ to stand pat, given that it just raised rates last month to the highest level in 31 years. But all of them also expect the central bank to raise rates either in December or January.

CNBC • Oct 26, 2026

Japan core inflation in September surges to its highest this year at 2.1%

Core inflation, which strips out prices of fresh food, was in line with than the 2.1% forecast by economists polled by Reuters.

CNBC • Oct 22, 2026

Japan Consumer Inflation Uptick Offers Tailwind for BOJ Rate Hike

Consumer prices, excluding fresh food, climbed 2.1% in September from a year earlier, which will likely reinforce market views that the Bank of Japan will tighten policy settings in December.

WSJ • Oct 22, 2026

Japan Pauses Forex Intervention as Yen Strengthens

TOKYO—Japan didn't step into foreign-exchange markets in the past month, as repeated verbal warnings and historic intervention during the summer helped the yen regain some strength.

WSJ • Sep 30, 2026

Morgan Stanley: look for opportunities in these two markets

Global investors looking beyond saturated US stocks should pivot toward Japan and Europe – says Andrew Slimmon – a senior portfolio manager at Morgan Stanley. Speaking recently with CNBC, Slimmon highlighted a major shift underway across international equity markets.

Invezz • Sep 28, 2026

Why Japanese stocks rose as government bond yields and the yen fell after rate hike

The BOJ raised its policy rate by 25 basis points to 1.25%, its highest since 1995, just three months after its previous hike. Despite the faster pace, the yen weakened, the 10-year Japanese government bond yield slipped and the Nikkei 225 gained.

CNBC • Sep 18, 2026

Bank of Japan Hikes to 31-year High

The bank of Japan delivers a quarter point hike, taking rates to the highest level since 1995. But two dissenting votes raise doubts around further normalization, driving the Yen and JGB yields lower.

CNBC International TV • Sep 18, 2026

Goldman Sachs: Stronger yen could take shine off earnings

Goldman Sachs' Timothy Moe remains structurally bullish on Japanese equities, but sees a more challenging near-term outlook as the Bank of Japan normalizes policy.

CNBC International TV • Sep 18, 2026

BOJ Seen Hiking Rates in Fastest Tightening Since 1990

"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Sydney with Shery Ahn and Haidi Stroud-Watts, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets.

Bloomberg Markets and Finance • Sep 18, 2026

Japan's Central Bank Hikes Rates in Split Decision

Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from Brussels, we set the agenda for your day, catching you up with overnight markets news from the US and Asia.

Bloomberg Markets and Finance • Sep 18, 2026