The Point For Japan

This report provides a daily outlook for Japanese markets, covering company-specific updates, monetary policy expectations, and FX analysis.

Key Takeaways

• 1.BoJ is expected to raise the policy rate by 25bp next week, targeting a 1.5% terminal rate by June 2027.
• 2.Nintendo shares expected to face pressure following underwhelming announcements at the June 9 Nintendo Direct event.
• 3.USD/JPY is expected to correct lower below 155 per dollar by year-end, with 160 serving as a near-term ceiling.

Table of Contents

• Company
• Macro
• Fixed Income
• FX
• Key Rating and Target Price Changes