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27th Apr 2026 17:58China+Daily Monitor
  • The BoJ held the policy rate steady at 0.75% yesterday, amid uncertainty in the Middle East.
  • Governor Ueda’s mixed message on policy direction could invite speculation on USDJPY.
  • We think a June rate hike is still on the table, as long as prospects for a lasting ceasefire have improved by then.

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Keywords for: 29 April 2026 China+ Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence