Hawkwish Bank of Japan Signals will make i yen, said practical professionals

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The high review of the expectations of the inflation of the financial year 205 gives a medium bank room to raise it up this year. In accordance with the market expectations, Boj proposed its important policy rate on Friday to a very high level in 17 years.

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Here is the choice of comments from analysts and construction:

Wee Khion Chong, Second Apac Market Market Stroption Sny

BOJ Rate Hike supports yen and may also strengthen it from here. All eyes in the following UDA story conference. USD / JPY may see another lower leg when Uda sticks to the Hawkish tone. USD / JPY Prompt Support around 155.06.

Wei Liana Chang, WISTS WITH DBS BANK Ltd.

BOJ always holds back at the interest rates and even other middle banks begin to recover. Definition of a temporary standard should explode the JPY in a short period of time, even if modern walks are very expected. However, a slow boj speed, above the possible trading conflicts from Trump, says USD / JPY can recover from 160 with a strong USD.

Alvin Tan, FX Strategist Eroyal Bank of Canada

Ida sounds more confident about the additional additional policy, but remains not wanting to provide any time to travel to the next level. At the same time, the market has already had the numbers in other 25BP hike in H2 2025. Our view of USD / JPY 162 from the past year is the height of this cycle. We are neutral on the JPPY this year, do not see USD / JPY breaking between 162 high since last year. I think that one of the 25BP Hike value will be my foundation situation, but the third year accidents this year grow in my opinion.

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Charu Chanana, Head of Planting a Very Excellent investment

With Yen, we need to view the possible pivot that comes with Trump taxes that prove it is stronger than bite, as well as the major telephones of lower interest rates. Yen has a stronger winner in case of any possible USD pivot, with clouds of the Japanese vendors. Banks and other assignments play in Japan are always interesting in this rising seed value.

Rieko Ovanga, Strategistiest at MCP Assets Management Japan

Bank stocks are sold by taking advantage of while buildings are seen as purchased as bad sides of high-sides.

Hidtotoshi Ohashi, Chief Credit Strategist Limufu Securities

If Japan’s fatal temperature is higher than expected markets, there may be a temporary digestion of business obligations or softening the offer and demand. “

Yujiro Goto, Head of FX Strategy of Curities Co

The first reaction was a sales of N, but yen was purchased. BOJ also kept a statement that the current level of real loan amounts is very low and that will address the reduction level. The idea that BOJ judges are overwhelmed by the other side of the neutral interest rates or this level. In a direct way, the Japanese bank does not look at 0.75% of neutrality, but there is a connection that suggests expectations to take 1%.

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Eugenia Victorino, Head of Asia Strategy Eskandinaviska Enkilden

High reviews in inflation prediction has made it very difficult to maintain the Dovish state. While the tone has Hawkish than previous previous conferences, it is not like contacting the mountains will come back. Great Market, it can move the market to pricing at a high term terminal measure at 1.00% this year, instead of 0.75%. Overall, we are still waiting for USD / JPY to look at 150 at the end of 2025.

Richard Franulovich, FX Strategy head, Westpac Banking Corp.

The perfect BOJ, for at least, throw on the worst side of Hawkish with CPI updates, next to the ongoing high-quality risks. It is yet to be seen when Uda introduces the same messages.

Sean Callow, top-commenter in the biggest market market

Boj decision is considered to be at the end of the expected Hawkish. The language statement of the statement of financial policy makes it clear that their effective thinking is that the attack will continue. Forecasters, on a decline in inflation now, the decline in inflation now or more USD / jpy 154.95 50-DMA can cause a running levels before the December Feds- Boj gathered puble Whats.

Himin Lee, Senior Macro Strateketist in Lombard Odier

We will have to see how Uda directs the markets in the afternooning conference, but we believe that Boj will walk more distance over 0.5% Threshold we looked earlier as a major barrier. We assume that Boj’s common policy and solid financial policy will use USD / jpy about 160 and eventually placed a modest yen comparison with the US dollar during 12 months.

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