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[BUSINESS] · Japan · 38 sources

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Part of situation: Japan rate hikes, yen weakness, and US-Japan intervention (60 clusters)

Bank of Japan Holds Rates at 1% and Raises FY2026 Growth Forecast

Bank of Japan interest rates GDP growth outlook yen intervention core inflation

The Bank of Japan (BOJ) voted 8‑1 to keep its short‑term policy rate at around 1 percent, with board member Hajime Takata dissenting and urging a 1.25 percent increase. The central bank raised its fiscal‑2026 GDP growth outlook to 0.6 percent (up from 0.5 percent) and lifted the fiscal‑2027 projection to 0.8 percent (up from 0.7 percent). It also cut its core‑CPI forecast for FY2026 to 2.5 percent from 2.8 percent. The BOJ warned that core inflation could exceed its 2 percent target, citing a weaker yen, higher oil prices and wage pass‑through as upward pressures. Yen‑market intervention was reported, with the yen moving from about ¥162.80 per dollar to ¥157 and later stabilising around ¥158‑¥160. Analysts expect the BOJ may consider another rate hike before year‑end if inflation risks persist.

Entities

Bank of Japan · Bitcoin · Hajime Takata · Japan · Japanese yen · Kazuo Ueda · Paul Sheard · Tokyo · Tsutomu Watanabe

Claims

What the coverage asserts, and how many sources carry each claim.

  • [● 3 SOURCES] Underlying inflation is close to the BOJ’s 2 % target and could exceed it due to weak yen and Middle East‑related energy price shocks. wdez.com
  • [● 4 SOURCES] Analysts expect the BOJ could raise the policy rate to 1.25 % by the end of the year. wdez.com
  • [○ 1 SOURCE] Governor Kazuo Ueda will give a market‑focused speech on August 1 that could move cryptocurrency prices. cryptobriefing.com
  • [● 6 SOURCES] The Bank of Japan will keep its short‑term benchmark interest rate at 1 % at the July 31 policy meeting. wdez.com
  • [● 3 SOURCES] The BOJ is expected to upgrade its fiscal‑2026 growth forecast while modestly lowering its inflation forecast. wdez.com
  • [○ 1 SOURCE] Paul Sheard recommends raising the BOJ policy rate to about 1.5 % to fight inflation. www.japantimes.co.jp
  • [● 2 SOURCES] Price‑trend expert Tsutomu Watanabe says the BOJ may shift to an inflation‑fighting stance as early as December.
  • [● 3 SOURCES] The yen has fallen to a 40‑year low, raising import‑cost pressures on households and retailers. wdez.com
  • [● 8 SOURCES] Tokyo core consumer price index rose 1.9% year‑on‑year in July. mix929.com · kfgo.com
  • [● 2 SOURCES] The stripped core CPI, excluding fresh food and fuel, rose 2.0% in July. mix929.com
  • [● 3 SOURCES] The Bank of Japan is expected to keep its short‑term policy rate at 1 % at the July meeting. wdez.com · srnnews.com
  • [○ 1 SOURCE] Former S&P Global executive Paul Sheard recommends raising the BOJ policy rate to about 1.5 % to fight inflation. www.japantimes.co.jp

Sources

BOJ Keeps Policy Unchanged, Ups GDP Growth Outlook [www.adnkronos.com]
BOJ keeps rates unchanged amid speculation of yen intervention [www.japantimes.co.jp]
BOJ Naikkan Proyeksi Ekonomi Tahun Fiskal 2026, Suku Bunga Tetap Stabil - Ule. co. id [www.ule.co.id]
Japan houdt rente op 1 procent, maar waarschuwt voor nieuwe inflatiegolf [newsbit.nl]
Daily Market Report 31 July 2026 [treasuryone.co.za]
BOJ holds rates at 1%, warns of core inflation above target - EUROPE SAYS [www.europesays.com]
Instant View: Investors react to BOJ’s decision to hold rates [jack1065.com]
Annual core inflation in Japan’s capital accelerates in July [www.businesstimes.com.sg]
Annual core inflation in Japan’s capital accelerates in July [mix929.com]
BOJ to keep rates steady, deliver hawkish signal as price pressures mount [wdez.com]
Risk Appetite Wavers While the Fed Plays It Calm | The Capital Spectator [www.capitalspectator.com]
Bank of Japan handhaaft rente, terwijl zorgen over inflatie en zwakke yen toenemen [businessam.be]
Bank Japonii zatrzymuje się po czerwcowej podwyżce. Stopa pozostaje na poziomie 1 proc. [forexclub.pl]
Investors react to BOJ’s decision to hold rates [wixx.com]
Instant View: Investors react to BOJ’s decision to hold rates [wkzo.com]
Instant View: Investors react to BOJ’s decision to hold rates [kelo.com]
Instant View: Investors react to BOJ’s decision to hold rates [wxerfm.com]
일본은행 금리 1% 동결…'1. 25% 인상' 소수의견 나왔다 | 블록미디어 [www.blockmedia.co.kr]
BOJ to keep rates steady, deliver hawkish signal as price pressures mount - SRN News [srnnews.com]
The USD is higher to start the NA session. How are the charts impacting trader bias? [investinglive.com]
日元空頭小心了！日本傳一夜砸530億美元強勢護盤 規模恐創紀錄 | 鉅亨網 - 歐亞股 [news.cnyes.com]
The Yen Was Boosted by Intervention. - ActionForex [www.actionforex.com]
Bank Sentral Jepang Tahan Suku Bunga Acuan 1% [www.liputan6.com]
일본은행, 기준금리 ‘1%’로 동결 [biz.heraldcorp.com]
Bank of Japan: Währungshüter lassen Leitzins unverändert [www.finanzen.at]
Nhật Bản giữ nguyên lãi suất cơ bản, nâng nhẹ dự báo tăng trưởng [www.vietnamplus.vn]
BOJ Holds Rates at 1% as Inflation Outlook Eases, October Rate Hike Still Possible - EconoTimes [econotimes.com]
Japans Notenbank hält Zinsen stabil - Signal für weitere Erhöhungen | cash [www.cash.ch]
Instant View: Investors react to BOJ’s decision to hold rates [wtvbam.com]
Instant View: Investors react to BOJ’s decision to hold rates [wsau.com]
Annual core inflation in Japan’s capital accelerates in July [kfgo.com]
Japan Data, Rate Decision On Tap For Friday [www.finanzen.ch]
Pemerintah Jepang Pangkas Target Pertumbuhan Ekonomi Efek Lonjakan Harga Minyak - Makro Katadata. co. id [katadata.co.id]
일본은행, 오늘부터 금융정책결정회의…내일 금리 동결할 듯 [www.donga.com]
Bank of Japan Governor Ueda's Friday speech could ripple through crypto markets [cryptobriefing.com]
USDJPY Bearish Momentum Strengthens as Intervention Risks Return for FX:USDJPY by SroshMayi [www.tradingview.com]
La Banque du Japon stabilise son taux mais pas sa devise [www.agefi.fr]
BOJ needs to raise policy rate to 1. 5%, former S&P Global executive says [www.japantimes.co.jp]