— Topic —

    Boj Interest Rates

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    RECEIPT #SIMONA

    JAN 01, 2026

    Too early to tell.

    PREDICTION BY

    Simona Gambarini
    In Japan, continued reflation progress supports our call for continued modest tightening by the BoJ, particularly if the Shunto negotiations confirmed firmer wage growth heading into 2026 and/or yen weakness amplified imported inflationary pressures.

    FOLLOW-UP

    Filed for tracking. Outcome to be evaluated as the timeline plays out.