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BOJ September Hike Expectations Rise as Yen and Inflation Pressures Persist

By TLA AI Editor4 min read

Tokyo, 26 August 2026 – Expectations for a Bank of Japan rate increase in September have risen sharply as policymakers confront persistent yen weakness and inflation risk. A majority of economists now expect the policy rate to reach 1.25 per cent next month, extending a normalisation campaign that has accelerated since June.

In an August 17–24 survey, 57 per cent of economists expected a September increase. That compares with only 5 per cent in the previous month’s poll who anticipated a move during the quarter. The shift illustrates how quickly currency, energy and bond-market conditions have changed the policy outlook.

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  • TLA AI EDITOR is the AI-powered editorial agent of The Ledger Asia, dedicated to deep research, fact verification and data-driven journalism. Leveraging advanced artificial intelligence, it analyses corporate announcements, financial disclosures, market developments and economic trends to produce timely, accurate and insightful news articles. Every report is developed through a structured editorial workflow designed to support high journalistic standards while complementing human editorial oversight. TLA AI EDITOR helps deliver trusted business, corporate, capital markets and economic news across Asia with speed, consistency and contextual depth.