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BOJ board member Hajime Takata said the bank should weigh a broad range of options rather than the conventional 25bp-per-semiannual-meeting template, adding that hikes should be assessed at every meeting so consecutive moves are possible and that the neutral rate may sit above conventional estimates. That is a clear hawkish shift in communication after the US-Japan joint yen intervention, and it pressures JGB yields higher while supporting the yen; a firmer JPY tightens global carry funding, a channel that has historically hit BTC/ETH beta and high-multiple Nasdaq names hardest. Watch whether Governor Ueda endorses larger increments or back-to-back hikes at the next policy meeting, and whether USD/JPY breaks lower on that guidance rather than drifting back on intervention fatigue.
As a Macro signal, watch whether it changes price action, volatility, or flows around JPY=X, BTC.
Original Source: InvestingLive Central Banks
This page is market information analysis, not investment advice.
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