日本央行副行长内田真一：批发价格上涨是放大风险判断的另一个因素。

中央国债登记结算有限责任公司就进一步降低做市商结算服务费用公开征求意见，决定将做市商通过做市成交的现券交易结算服务费由8折进一步降低至7.5折。

Saxo Bank chief investment strategist Charu Chanana said the Bank of Japan delivered an expected rate hike, but its stance is not forceful enough to drive a sustained yen rally. The BOJ is focused on inflation—core inflation remains persistently above the 2% target—but policy adjustments are slow and it continues to signal loose financial conditions, leaving USD/JPY around 160 vulnerable. The hike gives the yen marginal support but does not close the large US–Japan yield gap, particularly if the Fed remains cautious. A 7–1 vote weakens the hawkish signal, reflecting BOJ concern about tightening’s impact on growth and employment. The move offers mild support to Japanese equities without threatening liquidity or corporate profits. Intervention risk remains if USD/JPY holds above 160; a softer dollar ahead of the Fed decision would give Japanese authorities a better window to act.