Bank of Japan

BOJ warns of economic hit from Middle East conflict

It says that firms in several regions are feeling the strain from rising input costs and disruptions in raw material supplies

Nakamura’s comments underline the BOJ’s readiness to press ahead with moderate rate increases, even as fresh pressures build from outside Japan’s borders.

BOJ keeps rate‑hike door open even as Iran war squeezes firms

The degree and timing of future increases will depend on economic, price and financial conditions

Big firms expect to increase capital expenditure by 3.3 per cent in fiscal 2026, compared with a median market forecast for a 3 per cent gain, the survey showed.

Sentiment improves among Japan’s big firms, but Iran war clouds outlook

[TOKYO] Business sentiment among large Japanese manufacturers improved in the three months to March, a closely watched survey showed on Wednesday, a sign that increasing economic uncertainty from the ...

The Fed will struggle to deliver the rate cuts that the market was anticipating before the Iran war. Even if it does, the market may “revolt” against the cuts by pushing up bond yields.

Markets expect global monetary policy to converge amid the Iran war

Central banks are likely to turn cautious and even hawkish as risk of stagflation looms

The yen bore the brunt and slid past the psychologically important 160-per-dollar level to its weakest since July 2024, when Japan last intervened to prop up the currency.

Japan steps up yen intervention threats, signals rate-hike chance

Its top currency diplomat said authorities may need to take “decisive” steps if speculative moves persist

Gold's recent performance has defied its traditional safe-haven status, experiencing its steepest monthly drop since 2008.

Quarter-end gloom: Mispriced assets, gold’s stumble and Asia’s energy reckoning

As the Middle East crisis whipsaws markets, where is the mispricing?

Analysts say that the new gauge the Bank of Japan released shows that underlying inflation is on track for further rate hikes.

Bank of Japan’s new trend gauge shows inflation exceeding target

The central bank’s index reveals that CPI rose 2.2% in February, against the 1.6% benchmark by the internal affairs ministry

The currency has stayed around the 160 level that prompted government officials to intervene in the market on several occasions in 2024.

Japan’s inflation slips below BOJ’s target first time since 2022

Consumers are already contending with soaring petrol prices that threaten to prolong a cost-of-living squeeze of more than four years

Various central banks, including the US Federal Reserve, have opted to keep interest rates steady.

Central banks stand ready to tackle war-led inflation

[LONDON] Top central banks said on Thursday they stood ready to tackle any surge in inflation with tighter policy, as an escalation in the Iran war put the Middle East’s vital energy infrastructure in...

BOJ governor Kazuo Ueda says: “Before the Middle East conflict, household and corporate activity had been firm. The government’s stimulus measures will likely underpin the economy."

BOJ holds rates steady, warns of Iran war impact on inflation

Two hawkish board members dissent to the central bank’s projection on how soon inflation may durably hit its target