SOMPO senior economist Masato Koike says markets should focus on how much the Bank of Japan signals about the future pace of rate hikes and whether a Middle East peace deal alters that outlook. He expects the BOJ to signal a hawkish tilt at today's press conference but cautions Deputy Governor Uchida rarely leaves room for clear guidance, so the bank may signal hawkish intent without providing precise forward guidance.

2026-06-16

SOMPO senior economist Masato Koike says markets should focus on how much the Bank of Japan signals about the future pace of rate hikes and whether a Middle East peace deal alters that outlook. He expects the BOJ to signal a hawkish tilt at today's press conference but cautions Deputy Governor Uchida rarely leaves room for clear guidance, so the bank may signal hawkish intent without providing precise forward guidance.