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Koeda Flags Higher Neutral Rate, Yen Firms (10/15/2026). AI-generated Japan macro daily notes: Bank of Japan, JGBs, yen, and Tokyo data. Free. Updated every Japan business day.

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BoJ board member Koeda says the neutral rate is "well above 1%," signalling openness to further hikes.August machinery orders beat forecasts, +5.2% m/m and +18.6% y/y, pointing to resilient capex.USD/JPY slips to 157.95 as hawkish BoJ commentary offsets hotter US inflation prints.

DateNote
10/15/2026Koeda Flags Higher Neutral Rate, Yen Firms
10/14/2026Machinery Orders, Koeda Speech in Focus as Yen Idles Near 158
10/13/2026JGBs Rally, Yen Firms Ahead of Koeda
10/12/2026Yen Grinds Lower; JGBs Firm Ahead of Koeda
10/11/2026Yen Grinds Lower as JGB Yields Ease; BoJ Hold Seen
10/08/2026Yen Slips as BoJ Sees Broadening Inflation
10/07/2026Ueda Speech Leaves Yields Grinding Higher
10/06/2026Nikkei Rallies as JGB Auction Calms Rate Fears
10/05/2026Yen Holds Near 158 as Japan Vows Fiscal Discipline
10/04/2026Weak Data Eases BoJ Tightening Pressure
10/01/2026Soft Data Weighs on BOJ Hike Bets
09/30/2026Weak Data Dim BOJ Hike Odds
09/29/2026BoJ Minutes Fuel Hike Bets as Yields Climb
09/28/2026Yen Rises on Warnings of Weak Currency
09/27/2026Yen Rises on Warnings Over Weak Currency
09/24/2026Yen Nears 160 as Intervention Risks Re-Emerge
09/23/2026Yen Weakens as BOJ Holds, Nikkei Climbs
09/22/2026Yen Weakens After BOJ Disappoints Markets
09/21/2026BoJ Lifts Rate as Yen Weakens
09/20/2026BoJ Hikes Rate to 1.25% as Yen Weakens

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