Mizuho Securities
June 10, 2026
BOJ Expected To Hike At June Meeting
Macro ThematicRates Govt BondsOther
Mizuho expects the Bank of Japan to increase interest rates to 1.00% at the June 2026 meeting. The firm anticipates a hawkish tone from Governor Ueda regarding future hikes and a moderation in bond purchase tapering starting in April 2027.
Key Takeaways
- 1.Mizuho expects the Bank of Japan to raise interest rates from 0.75% to 1.00% at the June meeting.
- 2.The BOJ is expected to slow or suspend bond purchase tapering from April 2027 onward.
Table of Contents
- BOJ expected to hike at June meeting; focus on market reaction and tapering plans
- Anticipated communication from Governor Ueda and market reaction
- We expect BOJ to slow tapering process from Apr–Jun 2027 onward
- Important Disclosure Information
- Analyst Certification
- Disclaimer
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Authors
Yusuke Matsuo
Securities
USDJPY
Themes
Monetary Policy NormalizationQuantitative Tightening Tapering
Regions
Asia PacificJapan
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