BoJ wage and inflation gauges keep October rate-hike bets alive, ministry survey shows
Question
BoJ wage and inflation gauges keep October rate-hike bets alive, ministry survey shows
Direct answer
JPY, JGB futures, TOPIX banks
- Original publisher
- Market Ontology
- Evidence through
- 2026-10-02
- Published
- 2026-10-20
- Revision
- 1 · 2026-10-20
Cite as: Market Ontology, “BoJ wage and inflation gauges keep October rate-hike bets alive, ministry survey shows”, revision 1, evidence through 2026-10-02. https://marketontology.com/market-events/2026-10-02/boj-wage-and-inflation-gauges-keep-october-rate-hike-bets-alive-ministry-survey-d5280d
How this development reaches the affected companies
| Asset | Exposure and channel | Direction | Evidence |
|---|---|---|---|
| JPY | firmer inflation and hike expectations support the currency via a narrower expected policy gap | Up1-5d | Tankan expectations stayed above 2% and services PPI accelerated to the strongest pace since June 2024 |
| JGB FUTURES | higher expected policy rates reduce bond prices | Down1-5d | the data 'conforte les anticipations d’une nouvelle hausse du taux directeur de la BoJ d’ici la fin de l’année 2026' |
| TOPIX BANKS | steeper expected domestic rates can widen bank net interest margins | Up1-5d | rate-hike expectations strengthened after the inflation and activity prints |
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What happened next
| Asset | Call | Base close | +1 day | +5 days | +20 days |
|---|---|---|---|---|---|
| JPY | Updisagreed | 39.57 2026-10-02 | +0.59% | -0.61% | Pending |
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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