Datos observables compartidos por todas las narrativas
Bank of Japan (BOJ) board member Hajime Tamura and a Mizuho Financial Group executive are signaling that the BOJ could begin another policy rate hike as early as spring, with March cited as a possible starting point. Advisory voices around the ruling camp, including Sanae Takaichi’s adviser, also expect at least one additional hike in 2026, though not in the spring, suggesting internal and market expectations are converging on a gradual normalization path. These signals matter for Japanese government bond markets, the yen, and global investors recalibrating assumptions about Japan’s ultra-loose monetary stance.