BoJ board member pushes for rate hike amid inflation pressures, signaling a more aggressive stance.

From Financial Modeling Prep: 2025-06-25 09:12:00

BOJ board member Naoki Tamura pushes for a decisive interest rate hike as Japanese core inflation hits 2.1% in May. Wage growth supports spending, but U.S. tariffs could drive import prices up. Retail sales remain strong, adding to inflation pressures.

Tamura’s hawkish stance clashes with Governor Kazuo Ueda’s cautious approach on rate hikes. Tamura calls for prompt action, while Ueda prefers a more measured approach. Tamura’s comments signal a shift towards a more aggressive policy stance.

The yen strengthens to ¥145 per dollar following Tamura’s comments, with U.S.-Japan trade talks at a standstill. Investors should monitor USD/JPY movements and consider hedging yen exposure. Rising rate expectations may impact Japanese bonds and exporters benefiting from a stronger yen.

With core CPI at a two-year high and trade uncertainties looming, investors should reassess Japanese bonds, consider currency hedging, and monitor the impact of tariffs on auto stocks. Use FMP’s APIs to stay informed and prepare for potential rate hikes and market fluctuations.



Read more at Financial Modeling Prep:: BoJ Rate Hike Calls Intensify Amid Inflation and U…