Mizuho Securities
June 9, 2026
Global Economy And Finance Weekly Watch
Weekly UpdateFXMacro Economic IndicatorsRates Govt BondsOther
Mizuho's weekly analysis anticipates a BOJ rate hike to 1.0% at the June meeting, driven by robust economic data and hawkish signals from Governor Ueda.
Key Takeaways
- 1.The BOJ is expected to raise interest rates, with the June policy meeting considered the most likely timing for a hike to 1.0%.
- 2.Governor Ueda's recent communication is characterized as hawkish, signaling an intent to address upside risks to inflation.
- 3.Macro forecasts indicate continued Japanese economic growth around potential, though rising energy costs from Middle East tensions pose risks.
Table of Contents
- Review of key indicators and events
- Economic indicators
- BOJ-related events
- Economic outlook (as of 8 June)
- Important Disclosure Information
- Analyst Certification
- Disclaimer
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Authors
Yusuke MatsuoShintaro InagakiYasuhisa IrieRyosuke Katagi
Securities
10y JGBUSDJPY
Themes
BOJ Policy NormalizationGeopolitical UncertaintyInflation Risks
Regions
Asia PacificJapanUnited States
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