10 February 2026 | 9:53AM JST Economics Research JAPAN ECONOMICS ANALYST Q&A on BOJ Policy: Rate Hike Pace and Timing, Impact of Rate Check Akira Otani +81(3)4587-9960 | akira.otani@gs.com Goldman Sachs Japan Co., Ltd. Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to www.gs.com/research/hedge.html. Goldman Sachs Japan Economics Analyst Q&A on BOJ Policy: Rate Hike ...

10 February 2026 | 9:53AM JST Economics Research JAPAN ECONOMICS ANALYST Q&A on BOJ Policy: Rate Hike Pace and Timing, Impact of Rate Check Akira Otani +81(3)4587-9960 | akira.otani@gs.com Goldman Sachs Japan Co., Ltd. Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to www.gs.com/research/hedge.html. c45a43530f604d12bcb9a82b5aa6b9f6 n Within this note, we seek to ad ...

By Makiko Yamazaki TOKYO, Jan 22 (Reuters) - Japan's exports rose for a fourth straight month in December, government data showed on ​Thursday, as slower shipments to the U.S. were offset ‌by strong demand elsewhere as well as by a boost to sales from the ‌yen's decline. Total exports by value rose 5.1% year-on-year in, data showed, less than a median market forecast for a 6.1% increase and after a 6.1% rise in November. Exports to the United States fell 11.1% in December ⁠from a year earlier, ‌while t ...

Japan may be closer to intervening in the currency market than many investors assume, a government panel member suggested, as the yen continues to drift toward 160 per dollar https://t.co/vNEAFsKzrU ...

Mark, You like the dollar. You think it's got legs. Yes, absolutely.Good morning, guys. I think this is in context that has been really boring for the last few months. You know, the dollar was a big story the first part of this year.It's been the key part of why the end of U.S. exceptionalism has been a valid theme for 2025. It's been partially through the dollar component and then partially through stocks. Market lagging only slightly.So dollar was a big part of the first of the year, probably the most one ...

Group 1 - The Bank of Japan (BOJ) is expected to raise its key interest rate by at least 25 basis points in the October-December quarter, according to a majority of economists in a Reuters poll [1] - A significant portion of economists, 55% of those surveyed, anticipate the central bank will increase borrowing costs to at least 0.75% from 0.50% next quarter, although this is a decrease from 63% in the previous month [2] - The BOJ's potential rate hike is influenced by risks such as yen depreciation and asset bubbles, with some economists suggesting that clarity on U.S. tariffs could make an October rate hike feasible [3] Group 2 - The median prediction for the year-end interest rate remains at 0.75%, with financial markets pricing in over a 50% chance of a rate hike by year-end [4] - The likelihood of further rate hikes may decrease depending on the outcome of the prime ministerial succession, particularly if a fiscal dove like Sanae Takaichi is elected [5] - Over three-quarters of economists do not expect wage increases in next year's labor negotiations to exceed this year's 5.25%, indicating potential pressure on corporate profits and economic outlook due to global economic uncertainties [6]