Bank of Japan (BoJ)
BoJ holds as Middle East conflict threatens higher inflation
Ueda says Japanese firms could pass on costs ‘more aggressively’ than after start of Ukraine war
BoJ’s path to normalisation less certain with Iran conflict
Ueda suggests rate hikes will continue, but analysts point to a range of possible scenarios
Ueda hints at further rate hikes after dovish BoJ appointments
Analysts expect board’s stance to change little after PM nominates two new policy-makers
Policy normalisation may cause economic contraction – BoJ study
Effects greater under less credible forward guidance, central bank researchers find
This is not quite Japan’s ‘Truss moment’ – ex-BoJ board member
Experts add that central bank is unlikely to have to intervene directly in sovereign bond market
Weak yen prompted BoJ’s December rate hike, minutes show
Japan likely to continue tightening, though board said it had ‘no specific pace in mind’
BoJ rejects opposition’s call for faster ETF selloff
Bank says matter ‘fully addressed’ last year, after lawmaker proposes speedier sale to fund tax cut
BoJ holds rates as politics and sovereign bonds take spotlight
Decision closes out week in which JGB yields rose to historic highs after PM called snap election
Japanese citizens expect prices to keep rising in 2026
BoJ says it will continue to hike rates if 2% inflation target is met
BoJ balance sheet shows policy normalisation progressing
Analyst says corporate debt sales proceeding, but equities selloff to take over a century at current pace
Japan’s monetary base declines for first time in 18 years
BoJ’s balance sheet also shrank by 9.4% last year amid policy normalisation drive
2025: The year in central banking
A look back at the biggest and most popular stories of the year
BoJ raises policy rate to 30-year high
Japan’s central bank, as expected, hikes rate to 0.75% and indicates further tightening to come
Bank notes: October to December 2025
A round-up of news and salient issues that have affected central bankers in the past three months
Ueda may feel he is behind the curve – ex-BoJ official
Hayakawa points to inflation risks from high public spending and predicts up to four more hikes by 2027
Ueda says BoJ’s long-term rates have risen ‘somewhat rapidly’
Japan’s central bank will purchase government bonds if yields continue to rise, governor says
BoJ to tighten policy if economic projections hold, says Ueda
Governor says economy increasingly likely to realise bank’s baseline projections
Hedge funds cut BoJ bets after torrid year in yen rates
Dealers see lighter positioning after shock October election saw more than $300m of losses, compounding April’s pain
BoJ board member says rate hikes should continue
Noguchi calls for cautious approach to ensure inflation target is met
BoJ governor reaffirms preference for rate hikes
Ueda says policy normalisation should continue amid near-zero output gap and tight labour conditions
Experts see Japan’s PM having limited impact on BoJ independence
Takaichi’s hints on policy direction have precedent in Abenomics, former bank officials say