According to reports from Jinshi Data, analysts expect the Bank of Japan to maintain its benchmark interest rate at Thursday's meeting and raise inflation expectations. Investors are focused on signals for another rate hike this year, with traders estimating a 75% chance of a rate increase before the end of the year.
According to informed sources, the Japan-US trade agreement has reduced uncertainty, and the Bank of Japan may consider another rate hike, but it still needs to assess the impact of tariffs and will not suddenly raise rates. The market's view of October as the next rate hike opportunity is becoming increasingly popular.