Intelligence Feed event · Macro · 2026-09-07

    Nomura says the Bank of Japan is expected to raise rates in September

    Question

    Nomura says the Bank of Japan is expected to raise rates in September

    Direct answer

    The repricing is supportive for the yen and pressure on Japanese duration, especially if markets start to anticipate a faster exit from ultra-loose policy.

    Original publisher
    Market Ontology
    Evidence through
    2026-09-07
    Published
    2026-10-20
    Revision
    1 · 2026-10-20

    Cite as: Market Ontology, “Nomura says the Bank of Japan is expected to raise rates in September”, revision 1, evidence through 2026-09-07. https://marketontology.com/market-events/2026-09-07/nomura-says-the-bank-of-japan-is-expected-to-raise-rates-in-september-8e8a32

    MACRO
    Nomura says the Bank of Japan is expected to raise rates in September
    The repricing is supportive for the yen and pressure on Japanese duration, especially if markets start to anticipate a faster exit from ultra-loose policy.
    USD/JPYJGB 10YTOPIX BANKS
    Impact
    60
    SEP 7
    SIG
    USD/JPYJGB 10YTOPIX BANKS
    Nomura says the Bank of Japan is expected to raise rates in September
    The repricing is supportive for the yen and pressure on Japanese duration, especially if markets start to anticipate a faster exit from ultra-loose policy.
    Impact
    The repricing is supportive for the yen and pressure on Japanese duration, especially if markets start to anticipate a faster exit from ultra-loose policy.
    Affected
    USD/JPYJGB 10YTOPIX BANKS
    Source facts

    How this development reaches the affected companies

    AssetExposure and channelDirectionEvidence
    USD/JPYhigher expected BoJ rates narrow the policy gap versus the USDown1-5dNomura's baseline forecast anticipates a September 2026 BoJ rate hike
    JGB 10Yexpected tightening raises yields and lowers bond pricesDown1-5dthe forecast calls for three rate hikes starting in September 2026
    TOPIX BANKSsteeper rate expectations can improve bank net interest marginsUp1-5dmarket pricing shifted toward a September hike

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    What happened next

    Price follow-up pending — no stored daily closes for these assets yet.

    Closing prices from stored daily bars; returns measured from the last close on or before the event date. Not a recommendation.

    Sources

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