#通膨

An Unsigned Hawkish Memo Just Moved Up the BOJ's Rate-Hike Timeline

The summary of opinions from the July meeting, released on August 10, carries no names attached — yet it's forcing markets to recalculate the Bank of Japan's rate-hike schedule. The shift in tone, from "the risk of waiting is minimal" to calls for a substantial hike, matters more than the numbers themselves.