macro.buzz Sign in
BO

Bank of Japan

September 2026 · 33 voices
i

About this page

Entity · financial institution

September 2026 · 33 of the 74 voices we track · 75 mentions

Sep 1 → Oct 1, 05:30 ET

September 2026Live view →

Where the voices land

All voices 4 voices

2 dovish2 hawkish

Dovish

  • FCFiona CincottaDovish Ueda failed to convince the market the BOJ will aggressively hike rates further. ▶ 0:00 Yen Falls 3% Even After the BoJ Hikes to a 31-Ye… · 24 Sept
  • JBjeroen bloklandDovish The BoJ hiked but delivered a somewhat less hawkish outlook. “the Bank of Japan hiked rates by a split decision but offered a somewhat less hawkish outlook” Open the post New day, same dynamic? After the Treasury Twist… · 18 Sept

Hawkish

  • RBRobin BrooksHawkish The BoJ's overnight hike was too timid and it needs to raise rates much more given how low Japanese rates and yields are versus the rest of the G10. “The timid hike we got overnight just isn't good enough given how low Japanese interest rates and long-term yields are compared to the rest of the G10.” Open the post Only the BoJ can save the Yen, not intervention.… · 18 Sept
  • WNWeston NakamuraHawkish Nakamura notes the BOJ hiked 25bp to 1.25% and that Ueda must keep a 1.75-2% terminal rate by July 2027. “BOJ +25bps → 1.25%” Open the post 🇯🇵BOJ +25bps → 1.25% As per Bessent’s (oops so… · 17 Sept

2 dovish2 hawkish

Also asked

Policy 1 voice← against · for →

1 against

Against

  • WNWeston NakamuraAgainst Nakamura argues BOJ rate hikes are useless for the yen and questions Ueda's ability to deliver a 1.75-2% terminal rate. “so unconditionally useless is BOJ for JPY that Gov Ueda’s press confs now rely on a MOF yen-put to follow” Open the post 🇯🇵BOJ +25bps → 1.25% As per Bessent’s (oops so… · 17 Sept

Mentions

75 in September 2026
Mon 31Thu 17 · 22Thu 1

Stories it travels in

i

The stories

  • ○ a voice, on the left
  • ◌ a voice raising half of these
  • ● a subject, on the right, under its story
  • ⌒ a line is a voice raising a subject — thicker, more items; colour is the story

The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.

Who brings it up

See what your own voices say about Bank of Japan, every morning.

Start a desk

Other months