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The Bank of Japan is Japan's central bank, setting monetary policy and interest rates and overseeing government bond markets.
Fed Chair Kevin Warsh says AI spending is hitting demand before supply, and the Fed and ECB both raised rates in September. Central bankers at the Bangkok IMF meetings tie the boom to a higher cost of money and to tighter budgets for governments that borrowed when rates hovered near zero.
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Many Bank of Japan officials prefer to hold at 1.25% on October 29-30, sources told Reuters, according to CNA. Against inflation near 2%, that leaves real borrowing costs about 0.75 points below zero.
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The dollar index is set for a 0.45% weekly fall, CNA reported, yet it rose on Wednesday when tech stocks sold off. The case that AI stress no longer lifts the dollar rests on one session and a conditional forecast.
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Nippon Life, Meiji Yasuda and Daiichi Life, with nearly 220 trillion yen between them, are due to unveil investment plans next week. The analysts quoted by name expect JGB buying without a broad sale of foreign bonds.
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Governor Kazuo Ueda's board hiked 25 basis points on a 7-2 vote and the yen still slid toward 158 per dollar, because the Federal Reserve had taken the same 25 basis points two days earlier and left the gap between the two unchanged.
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Japan's FSA asked banks and crypto exchanges to swap photographed-ID checks for IC-chip reading now, ahead of an April 1, 2027 deadline. The request follows a Times Car breach of about 1.6 million license images, Cryptopolitan reported, and leaves each firm to decide whether to pay for the switch this year or wait for the law.
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Japan's Finance Ministry held the first meeting of a study group on putting government bonds on a blockchain, laying out three designs aimed at new buyers. Its pitch to overseas on-chain holders is a place to park idle cash, demand that tends to sit in short paper while Tokyo's weak bids have come at 10-year auctions.
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ECB holdings of QE bonds and loans fell by 95 billion euros in the third quarter, leaving them 53% below their mid-2022 peak. Most of that retreat is repaid loans, so the central bank still owns two-thirds of its peak bond book as euro-area yields rise.
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Koreans buying yen are paying the least in about 18 years, as 100 yen fell into the mid-800s of won this week from about 950 in early summer. Most of the drop is the won's chip-export rally against the dollar, Korea Times figures show, so the saving depends on that boom lasting.
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Bank of Japan says global AI demand is lifting output of electronics, machinery and telecom infrastructure across Japan's regions. Deputy Governor Shinichi Uchida called that a positive demand shock that could push inflation above the 2% target and warrant more tightening, Crypto Briefing reported.
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Brent's return above $100 lifted the dollar index 0.3% to 102.13 on Wednesday, even as traders cut October Fed hike odds to 21.6% from about 51%. That leaves the dollar leaning on oil prices while the September minutes test how much appetite the Fed still has for hikes.
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Bank of Japan's government bond holdings fell 14.3 trillion yen last quarter, 92% of a 15.5 trillion yen drop that left assets 17.4% below their 2024 peak. With loan repayments stalled, its tightening now comes almost entirely from bonds maturing off the books.
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CME FedWatch puts the odds of an October Fed hike at 20.5%, down from about 51% a week ago, after softer PCE and jobs data. Traders still expect a hike by December, so the dollar now trades on when it comes.
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BoJ Deputy Governor Shinichi Uchida said bond sales by AI firms are pushing up long-term rates even as AI stock gains have eased financial conditions. The easing side of that balance depends on profits that he warned may not come.
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Sanae Takaichi is due to address Japan's parliament with a 370 trillion yen, 14-year investment plan whose public share her government has not specified. The speech tests the fiscal part of a bond selloff that also runs on war-driven energy costs and rate hikes.
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The FSA, Ministry of Finance and Bank of Japan want a development plan by early 2027 for real-time settlement of stocks and government bonds. Everything reported so far traces to one Nikkei story.
Perspective Coverage
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Japan's 10-year bond yield hit 3.075%, its highest since 1996, after the Bank of Japan raised its policy rate to 1.25%. BlackRock's scenario for money shifting home from Treasuries puts it at $55 billion, 5% of Japan's $1.1 trillion holding.
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The Bank of Japan's policy rate is now the highest since 1995, two of nine votes went against it, and the currency Washington spent last summer buying weakened anyway. The vote split is the number to watch.
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The Bangko Sentral ng Pilipinas and Japan's Ministry of Finance co-led technical talks in Puerto Princesa on making the CMIM rapid financing facility permanent and on settling more regional trade in local currencies.
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The Fed's unanimous quarter-point hike still pushed the two-year yield higher, and the dollar gained on both the yen and the Canadian dollar. Marc Chandler sees a quieter data week making politics more salient.
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Invest · September 12, 2026 · One report1 publisher
Invest · September 3, 2026 · One report1 publisher
Invest · August 17, 2026 · Confirmed2 publishers
Invest · August 17, 2026 · One report1 publisher