BOJ to hike in April, not July, as output gap closes and underlying inflation persists despite Iran war spillover. Yen weakness at 150-160 is tolerated; authorities relaxed. War impact on Japan is marginal due to fuel subsidies and resilient elderly consumption. Key risk: weak yen accelerating second-round effects could force earlier action.
explicit
NDX
RUT
Oil
Metals
inferred
Goldman Sachs
9.0
Investment Bank $2500.00B
Tomohiro Ota 8.5
Investment Bank $2500.00B
Tomohiro Ota 8.5
4/20/2026 7:09:00 AM
yields
BOJ's next rate hike will be April, that's our base case scenario.
The interviewee explicitly forecasts a BOJ rate hike, which would push Japanese yields up. The call is for April, indicating a medium-term horizon.
| 3/4/2026 2:04:00 PM | short term up | 5 days later | -0.24% | -0.24% |
| 2/12/2026 6:36:08 PM | medium term cautious down | 20 days later | +2.22% | -1.11% |
| 1/30/2026 6:19:23 AM | medium term cautious down | 21 days later | -5.75% | +2.88% |
| 12/9/2025 6:20:53 PM | medium term cautious down | 20 days later | -0.82% | +0.41% |
| 11/28/2025 6:04:11 PM | medium term down | 21 days later | +1.78% | -1.78% |
| 11/13/2025 8:45:53 PM | short term down | 5 days later | -0.36% | +0.36% |
| 11/7/2025 7:28:39 PM | medium term cautious down | 21 days later | -0.34% | +0.17% |
| 10/29/2025 5:37:32 PM | medium term cautious down | 20 days later | +0.98% | -0.49% |
| 10/28/2025 6:42:40 PM | medium term cautious down | 20 days later | +1.60% | -0.80% |
| 10/28/2025 1:59:32 PM | short term cautious down | 5 days later | +1.18% | -0.59% |
| 10/24/2025 6:55:30 PM | medium term cautious down | 21 days later | +3.40% | -1.70% |
| 10/15/2025 9:58:39 AM | medium term cautious down | 20 days later | +4.55% | -2.28% |
| 10/7/2025 1:51:58 PM | short term up | 5 days later | -1.89% | -1.89% |
| 9/29/2025 2:12:26 PM | short term cautious down | 6 days later | +0.34% | -0.17% |
| 9/16/2025 4:19:00 PM | medium term cautious down | 20 days later | +1.25% | -0.63% |
| 9/11/2025 1:30:06 AM | short term cautious down | 5 days later | +0.37% | -0.18% |
| 9/9/2025 10:35:22 PM | short term cautious down | 5 days later | +0.05% | -0.02% |
| 9/5/2025 6:25:27 PM | medium term cautious down | 21 days later | +2.35% | -1.17% |
| 9/3/2025 7:20:32 PM | short term cautious down | 5 days later | -2.44% | +1.22% |
| 9/2/2025 1:47:03 PM | short term sharp up | 5 days later | -3.92% | -5.88% |
| 8/12/2025 11:12:01 PM | short term cautious down | 5 days later | +2.43% | -1.22% |
| 8/6/2025 7:05:41 PM | medium term cautious down | 20 days later | -0.14% | +0.07% |
| 8/1/2025 6:12:49 PM | short term down | 7 days later | +1.74% | -1.74% |
