Koeda, a BANK OF JAPAN policy board member, said changes in the central bank's government bond holdings may have a smaller impact on long-term yields during a run-off than during active balance-sheet expansion.

The IMF forecasts Asia will slow to 4.8% growth in 2026 and 4.4% in 2027, below 2025’s 5.0%, and warned that an energy shock from the Iran war, a potential correction in the AI boom and spillovers from rising global bond yields amplify downside risks. The Fund said US monetary policy uncertainty could keep Asian financial markets volatile and noted exchange-rate and capital-flow volatility have risen since the energy shock, with some emerging markets under local-currency depreciation pressure. The upward revision versus April mainly reflects a stronger AI-linked boost to developed Asia, where growth is seen rising to 3.2% in 2026 from 2.5% last year; emerging Asia, while still the growth engine, may slow to 5.1% in 2026 from 5.6% in 2025.

印尼央行：將繼續通過離岸無本金交割遠期、即期交易及境內無本金交割遠期等渠道，持續開展外匯干預。