MUFG Morgan Stanley Raises BOJ Rate-Hike Timeline as Fed Tightening Expectations Build

MUFG Morgan Stanley Raises BOJ Rate-Hike Timeline as Fed Tightening Expectations Build

N
News Editor
2026-09-28 05:09:18
MUFG Morgan Stanley Securities has brought forward its expected timeline for Bank of Japan rate hikes, moving its forecast from January and June 2027 to December 2026 and April 2027. In a report cited by BlockBeats on Sept. 28, the brokerage said expectations for additional Federal Reserve rate increases are strengthening, a shift it believes could speed up how quickly the BOJ adjusts the degree of monetary policy support. The revised call came alongside fresh signals from the BOJ’s July meeting minutes, released on Monday. According to the minutes, one policy board member said the pace of rate hikes could come faster than the market expects, given that underlying inflation is approaching 2% and that upside price risks deserve more attention than before. Together, the brokerage’s revised forecast and the BOJ minutes point to a market reassessment of Japan’s policy path as global rate expectations remain in focus.

MUFG Morgan Stanley Securities has moved forward its expected timing for Bank of Japan rate hikes, revising its forecast from January and June 2027 to December 2026 and April 2027, according to a Sept. 28 report cited by BlockBeats.

Brokerage brings forward BOJ hike forecast

Analysts at the firm said in a report: "As expectations grow for further Federal Reserve rate hikes, the Bank of Japan may speed up the pace at which it adjusts the degree of monetary policy support."

July BOJ minutes point to a faster path

Minutes from the BOJ’s July meeting, released on Monday, showed that one policy board member said the pace of rate hikes could come faster than the market expects. The member cited underlying inflation approaching 2% and said upside price risks should receive more attention than before.

This article was originally published by Bit.Fan. For more cryptocurrency news and market insights, visit www.bit.fan.
100

Disclaimer:

The market information, project data, and third-party content displayed on this platform are for industry information sharing only and do not constitute any form of investment advice or return commitment.

Cryptocurrency trading carries high risks. Users should fully assess their risk tolerance and make independent decisions. All profits, losses, and legal responsibilities are borne by the users themselves.