Money Ten Summary: The December rate hike by the Bank of Japan has been fully priced in. What will be the pace of subsequent rate hikes?
1. Wells Fargo: The Bank of Japan is expected to raise interest rates by 25 basis points, and it is anticipated that the bank will raise rates again by 25 basis points in the third quarter of next year, with the policy rate possibly reaching 1% by year-end. 2. ANZ Bank: The Bank of Japan is expected to raise interest rates by 25 basis points, with the next hike expected in April 2026, when the central bank will have more information about Japan's wage growth trajectory. 3. JPMorgan Chase: The Bank of Japan is expected to raise interest rates by 25 basis points, likely at a pace of about once every six months, with specific timing also depending on the government's macroeconomic stance. 4. Morningstar: The Bank of Japan is expected to raise interest rates by 25 basis points. As trade uncertainties ease, one of the most important factors in deciding when to hike is wage growth momentum, which will not show clear signs until March next year. 5. Capital Economics: The Bank of Japan is expected to raise interest rates by 25 basis points. The CPI data released on Friday signals a "green light" for rate hikes. In the foreseeable future, core inflation will almost certainly exceed the central bank's forecasts for the current and next fiscal years. 6. T. Rowe Price: The Bank of Japan is expected to raise interest rates by 25 basis points, possibly more aggressively than market expectations, with two more rate hikes likely next year. 7. Investinglive: The Bank of Japan is expected to raise interest rates by 25 basis points. Expectations that Ueda and his team will adopt a tough stance are not high, and a more realistic window for the next rate hike is in October next year. 8. Rabobank: The Bank of Japan is expected to raise interest rates by 25 basis points. With Japan's inflation remaining above historical target levels and political opposition to rate hikes weakening, rates are expected to reach 1% by July next year. 9. ING Bank: The Bank of Japan is expected to raise interest rates by 25 basis points due to strong Japanese exports. Given increasing concerns about rising interest rates, it is unlikely that Ueda and his team will issue any hawkish signals.
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Money Ten Summary: The December rate hike by the Bank of Japan has been fully priced in. What will be the pace of subsequent rate hikes?
1. Wells Fargo: The Bank of Japan is expected to raise interest rates by 25 basis points, and it is anticipated that the bank will raise rates again by 25 basis points in the third quarter of next year, with the policy rate possibly reaching 1% by year-end.
2. ANZ Bank: The Bank of Japan is expected to raise interest rates by 25 basis points, with the next hike expected in April 2026, when the central bank will have more information about Japan's wage growth trajectory.
3. JPMorgan Chase: The Bank of Japan is expected to raise interest rates by 25 basis points, likely at a pace of about once every six months, with specific timing also depending on the government's macroeconomic stance.
4. Morningstar: The Bank of Japan is expected to raise interest rates by 25 basis points. As trade uncertainties ease, one of the most important factors in deciding when to hike is wage growth momentum, which will not show clear signs until March next year.
5. Capital Economics: The Bank of Japan is expected to raise interest rates by 25 basis points. The CPI data released on Friday signals a "green light" for rate hikes. In the foreseeable future, core inflation will almost certainly exceed the central bank's forecasts for the current and next fiscal years.
6. T. Rowe Price: The Bank of Japan is expected to raise interest rates by 25 basis points, possibly more aggressively than market expectations, with two more rate hikes likely next year.
7. Investinglive: The Bank of Japan is expected to raise interest rates by 25 basis points. Expectations that Ueda and his team will adopt a tough stance are not high, and a more realistic window for the next rate hike is in October next year.
8. Rabobank: The Bank of Japan is expected to raise interest rates by 25 basis points. With Japan's inflation remaining above historical target levels and political opposition to rate hikes weakening, rates are expected to reach 1% by July next year.
9. ING Bank: The Bank of Japan is expected to raise interest rates by 25 basis points due to strong Japanese exports. Given increasing concerns about rising interest rates, it is unlikely that Ueda and his team will issue any hawkish signals.