Ueda: Japan's Economy and Monetary Policy

Ueda: Japan's Economy and Monetary Policy

From boj.or.jp

It is my great pleasure to have the opportunity today to exchange views with a distinguished gathering of business leaders in the Tokai region. I would like to take this chance to express my sincerest gratitude for your cooperation with the various activities of the Bank of Japan's Nagoya Branch. As the Tokai region is one of Japan's largest exporting bases, we at the Bank, myself included, listen with great interest to the report from the General Manager of the Nagoya Branch at the meeting of general managers of the Bank's branches held quarterly. I am glad to be able to hear your views directly today. Before ... (full story)

Added at 7:07pm

BOJ’S UEDA COMMENTS THAT THE GLOBAL ECONOMIC EFFECT OF U.S. TARIFFS HAS BEEN MINIMAL SO FAR. ...
— MarketNewsFeed (@MarketNews_Feed) December 1, 2025

Added at 7:07pm

BOJ Governor Ueda says the central bank will continue raising the policy rate if economic activity and inflation meet projections.
— First Squawk (@FirstSquawk) December 1, 2025

Added at 7:15pm

<JPY=>:*BOJ'S UEDA: FX IS MORE LIKELY TO AFFECT PRICES THAN BEFORE
*UEDA: TO CONSIDER PROS, CONS OF RAISING POLICY RATE AT NEXT MPM
*UEDA: EVEN IF POLICY RATE RAISED, CONDITIONS STILL ACCOMODATIVE
*BOJ'S UEDA: REAL RATE IS VERY LOW
— Cable FX Macro (@cablefxmacro) December 1, 2025

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Foxikus

Dec 1, 2025 6:55am

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https://www.zerohedge.com/the-market...hing-has-break
The 10 year
Japan 10 year loves breaking above those resistance areas and just squeeze and squeeze. Chart 2 shows the slightly longer term view, where the Japanese 10 year trades close to channel highs, but momentum is very strong to the upside, so why not a real overshoot. Note just how perfect the 50 and the 200 day have followed this move higher.

The 30 year
We took out the magical 3.3% level, tried it again, and boom another huge up candle. Chart 2 shows what could potentially be a "scary" break out to the upside chart.

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objective

Dec 1, 2025 4:15pm

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Very strong bullish Yen trend beginning. We could be looking at 150-153 very soon. Boj and MoF are 'deeply concerned' and ready to act. They're in an active intervention trigger zone. At the same time FED rates are on a downward trajectory. There are some major reversal risks.

Trader#A05D

Nov 30, 2025 7:14pm

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copy paste all the month = "BOJ Governor Ueda says the central bank will continue raising the policy rate if economic activity and inflation meet projections"

Trader#E2B2

Nov 30, 2025 7:32pm

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The remarks by BoJ Gov Ueda I have reviewed has no indications of raising the interest rate, and rather reluctant to do so with low concerns of inflation. Therefore, this is a fundamental guidance to sell JPY and purchase USD. I would expect USDJPY to reach towards 160.00 until the BoJ policy rate will be concluded on December 19.

Azkilleur

Nov 30, 2025 7:57pm

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Why are they trying so much to hide their intentions a dovish tone would send the jpy to the abyss and they would have to intervene and change the tone later just signal the hike already no sound central banker wouldnt hike with a 3.1 inflation

Twocans

Dec 1, 2025 2:39am — Edited

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USD/CAD ... NAILBITER!

atillaken

Nov 30, 2025 7:21pm

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Too late UEDA... it's too late. You should have increase 6 months ago. You will see how inflation goes higher and higher in the coming months. You f... Up ...the economy and economical rules

objective

Nov 30, 2025 8:07pm

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Very bullish for Yen. Sell USD/JPY!!!

objective

Nov 30, 2025 8:09pm

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Also, China manufacturing contracted. Another bullish sign for Yen.

mike79

Nov 30, 2025 11:24pm

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The JPY is rising, the sharks have been preparing for a few days. Just look at the price movements in recent days on the daily chart.

Nov 30, 2025 9:07pm

yen is bearish.

Nov 30, 2025 7:22pm

Strong Yen

Dec 1, 2025 3:14am

Quoting frioslegend

Disliked

Strong Yen

Ignored

pls recheck ur chart again.

Ericedge

Dec 2, 2025 2:42am

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Quoting Trader#A4F5

Disliked

{quote} I suggest you do the same, because he is right and you are wrong.

Ignored

Just saw ur post....

Ericedge

Dec 2, 2025 2:53am

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What the market did yesterday might happen today.a little bit of eur dominance during the hours before the greenback will head north.

caca997

Dec 1, 2025 10:59am

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It seems more or less priced in, JXY gapped up and is now on its way back down

Trader#E2B2

Nov 30, 2025 7:44pm

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Quoting ghygoofx

Disliked

Does anyone know where I can watch it, and how I'll know when it will end?

Ignored

The statement is released in advance so you do not need to watch it. Go get your translator website or application to read it in your primary language.

https://www.boj.or.jp/about/press/ko...ko251201a1.pdf

ghygoofx

Nov 30, 2025 7:17pm

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Does anyone know where I can watch it, and how I'll know when it will end?

chrs

Nov 30, 2025 7:18pm

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Its too late for recognizing.

Trader#833D

Nov 30, 2025 8:48pm

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Whatever strength left with Jpy was already priced in. Buy nzdjpy.

Nov 30, 2025 10:13pm

bearish for sure

Dec 1, 2025 12:42am

G7 Inflation /Interest rate(Nov 2025)
Canada 2.20 /2.25
France 0.8 /2.15
Germany 2.6 /2.15
Italy 1.2 /2.15
Japan 2.8 /0.50
United Kingdom 3.6 /4
United States 3 /4

WaterBuffalo

Dec 1, 2025 3:17am

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waiting for price to sweep highs on GBPJPY then sell

Trader#74EF

Nov 30, 2025 7:10pm

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Corruption

Trader#E506

Nov 30, 2025 7:13pm

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When do we know when the speech if finished?

Trader#4833

Nov 30, 2025 7:15pm

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So late

Trader#A4F5

Dec 1, 2025 4:34am

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Quoting Ericedge

Disliked

{quote}pls recheck ur chart again.

Ignored

I suggest you do the same, because he is right and you are wrong.

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Nov 30, 2025 7:05pm
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JN BOJ Gov Ueda Speaks

Ueda: Japan's Economy and Monetary Policy

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