#BOJRateHikesBackontheTable After years of ultra-loose monetary policy, Japan’s Bank of Japan (BOJ) is once again at the center of global macro discussions. With inflation proving more persistent and wage growth showing signs of strength, rate hikes are officially back on the table—marking a potential turning point for one of the world’s most influential central banks.
📈 Why this is a big shift
For decades, Japan fought deflation with near-zero or negative rates. Now:
Core inflation is stabilizing above target
Wage negotiations are improving household demand
The BOJ is gradually normalizing p