While the two dissents by BoJ Board members could be a red herring, we’re sticking to our long-held view that the Bank will resume its tightening cycle next month and lift rates to 1.5% by 2027.
Note: We’ll be discussing recent developments in Indonesia and the likelihood of further monetary and fiscal stimulus in India and China in a Drop-In on Thursday, 25th September at 09:00 BST/16:00 SGT. Register here.
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