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Bank of Japan Rates Now On A Knife’s Edge

Bank of Japan Rates Now On A Knife’s Edge

BOJ policy rate at 0.5% is now on a knife’s edge - until the next hike, or next rate move being a cut, reinforcing the 0.5% cap.

Across The Spread · Weston Nakamura

January 29, 202531m 23sExplicit

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Show Notes

Bank of Japan January 2025 rate hike commentary and analysis summary.

  • The Critical “BOJ 50bps Ceiling”
  • Bank of Japan Jan’25 Meeting Markets Breakdown
  • Governor Ueda’s Press Conference
  • 12:42 Background Context of BOJ Rate Hikes Under Gov Ueda
  • 17:05 Governor Ueda's “One More Notch” Needed
  • The BOJ “Rice Price” Rate Hike
  • “If The Outlook Is Realized, Bank of Japan Will Continue To Raise Rates” - What This Really Means


Further Insights & Commentary on Jan’25 Bank of Japan:


•Bank of Japan Jan’25 Rate Hike (Video)

BOJ policy rate at 0.5% is now on a knife’s edge - until the next hike, or next rate move being a cut, reinforcing the 0.5% cap.


https://westonnakamura.substack.com/p/bank-of-japan-jan25-rate-hike-video



•It’s “Official” - Nikkei: BOJ Rate Hike to 0.5% Friday


https://westonnakamura.substack.com/p/its-official-nikkei-boj-rate-hike?r=8c43a



•Nikkei Leak: “BOJ Rate Hike Likely Next Week”


https://westonnakamura.substack.com/p/nikkei-leak-boj-rate-hike-likely?r=8c43a


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