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SMBC Nikko economists say the BOJ will likely raise its poli

文 / 小金 2026-08-21 13:20:04 来源:亚金网

SMBC Nikko economists say the BOJ will likely raise its policy rate from 1.00% to 1.25% at the September meeting and expect two further hikes in January and June 2027, taking the rate to 1.75%. They add import-driven inflation pressure should ease after next summer, making a 2.00% peak — above market estimates of the neutral rate — unlikely. OIS markets price an 84% chance of a September hike and imply two additional hikes by early 2027.

 

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