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[BUSINESS] · Japan, United States · 17 sources

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Bank of Japan weighs faster rate hikes as inflation risks mount

Minutes from the Bank of Japan’s July meeting reveal that policymakers were increasingly concerned about inflation risks, with several members advocating for a faster pace of interest rate hikes. The central bank has shifted its focus from merely driving inflation toward the 2% target to anchoring it around that level and preventing further upward deviations. While the bank maintained rates at approximately 1% in July, it subsequently raised the policy rate to 1.25% in September, a 31-year high.

Economic indicators support the case for tightening, as Japan's service-sector inflation reached a two-year high of 3.7% in August. This rise, driven by increased costs in freight, advertising, and rental fees, has bolstered expectations for continued monetary normalization.

Concurrently, Japanese currency officials, including top diplomat Atsushi Mimura, have issued warnings regarding the yen's volatility. Mimura emphasized a strong 'currency alliance' with the United States to address excessive yen weakness, noting that authorities remain prepared to intervene if necessary. The yen's fluctuations have been influenced by the interest rate differential between Japan and the U.S., as well as geopolitical tensions affecting import costs.

Entities

Atsushi Mimura · Bank of Japan · Hajime Takata · Sanae Takaichi · Satsuki Katayama

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