Daiwa sees next BOJ rate hike in December as Ueda signals shift in policy phase
Why now
Thesis: Yen policy normalization is the key global liquidity risk
Catalyst to watch: Ueda comments or December BOJ meeting
Main risk: Timing may slip if data weakens
Why it matters
A December BOJ hike would narrow rate differentials, pressuring carry trades funded in yen and lifting JGB yields.
Sources
- googlenews · news.google.com · 2026-09-25 00:15 UTC
- googlenews · news.google.com · 2026-09-25 00:15 UTC