Asian Stocks Fall as Bond Yields and Oil Prices Surge 
Fed’s Williams Signals One More Rate Hike Before Year-End 
RBA Hikes Interest Rate to 4.60% as Inflation Risks Rise 
Trump Demands Powell Resign Over Fed Renovation Cost Overruns 
Asian Stocks Rise as Bond Yields Ease Ahead of U.S. Inflation Data 
Oil Prices Slide as Middle East Flows Recover 
U.S. Stock Futures Steady as AI, Rate Concerns Weigh 
Gold Steady as Softer U.S. Inflation Eases Fed Rate Hike Bets 
Gold Prices Slip as High Treasury Yields Weigh on Bullion 
BOJ Flags Import Costs and Yen Shocks as Persistent Inflation Risks 
Japan Factory Output Unexpectedly Falls 1.7% in August 
India Manufacturing Growth Hits Seven-Month High in September 
Yen in Focus as BOJ, Fed Rate Hikes Reshape Currency Markets 
Oil Prices Steady as Middle East Crude Flows Recover 
Dollar Hits Three-Month High as US Treasury Yields Surge 
BOJ Signals Faster Rate Hikes as Inflation Risks Grow 
US Treasury Bond Buybacks Fall Short Despite Expanded $6 Billion Cap 
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The Bank of Japan (BOJ) is expected to lower its economic growth forecast at its upcoming April 30–May 1 policy meeting, as escalating tariff risks from U.S. President Donald Trump threaten Japan’s export-driven recovery. According to three sources familiar with internal discussions, the central bank is likely to revise down its 1.1% GDP growth projection for fiscal 2025 in its May 1 quarterly report.
The BOJ is widely expected to keep interest rates steady at 0.5% amid continued market volatility driven by Trump’s shifting trade policy. The extent of the impact on Japan's economy depends largely on whether Tokyo can secure exemptions during bilateral talks with Washington this week.
Despite concerns, BOJ insiders maintain that while Trump’s tariffs will hurt the economy, they are unlikely to derail the underlying inflation trend. The central bank still believes that Japan’s economy is on track for a moderate recovery, though progress toward the 2% inflation target—critical for further rate hikes—may be delayed.
BOJ Governor Kazuo Ueda recently reaffirmed in a media interview the bank’s commitment to raising rates at a measured pace. However, he also acknowledged the possibility of adjusting policy depending on the fallout from U.S. tariffs, hinting at a potential pause in the rate hike cycle.
Additional insights may emerge when board member Junko Nakagawa speaks at a public event on Thursday, where she is expected to address concerns over trade-related economic risks.
The BOJ’s policy stance and growth revision come at a critical time, as Japan navigates global uncertainty and seeks to sustain inflation momentum amid rising external pressures.
