JPY Weekly

This report previews the upcoming Bank of Japan and Federal Reserve policy meetings, noting that while rate decisions are largely priced in, leadership changes and policy communication nuances present market risks.

Key Takeaways

• 1.The Bank of Japan (BOJ) is widely expected to raise its policy rate to 1.00% at its upcoming meeting, driven by concerns over inflation.
• 2.The Fed is expected to hold rates unchanged, with focus shifting to the new regime under Fed Chair Kevin Warsh.

Table of Contents

• Week in review
• BOJ and Fed policy decisions priced in, but uncertainty remains
• Rate hike focused on upside risks to underlying inflation
• Warsh to move away from the Powell regime

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