WSJ
16 Oct 2026, 12:39 UTC · 6h ago
Bank of Japan Must Ensure Underlying Inflation Doesn't Go Above 2%, Ueda Says
Impact · against what's priced in
The BoJ's explicit link between AI demand and monetary policy timing introduces a new macroeconomic variable for technology sectors, potentially impacting JPY volatility and capital expenditure costs. Governor Ueda's commitment to capping underlying inflation at 2% signals a cautious approach to rate hikes.
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