Bank of Japan
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Headlines · 6
- Analyst Says AI Demand Could Shift Bank of Japan Policy
Kazutaka Maeda, a senior economist at Meiji Yasuda Research Institute, said the Bank of Japan has become more optimistic about AI-driven exports and capital spending. According to the report, this has shifted the central bank’s policy focus toward upside risks for inflation and economic activity. Its inflation forecast remains broadly aligned with the 2% target, but the bank appears increasingly mindful that inflation could overshoot. Maeda said the Bank of Japan may be considering rate hikes every three months rather than every six, making its December meeting a reasonable opportunity for the next increase.
36氪快讯 · 🔥 0 - Goldman Says the Yen Is a Better Hedge Against AI Market Shocks
Goldman Sachs says changing Japanese policy conditions have made the yen a more effective hedge against AI-related equity and interest-rate shocks, although the broader global environment still points to possible yen weakness. The bank notes that the yen rose against the dollar during a recent global technology-stock selloff before giving back some gains as Treasury yields stabilized. Its strategists prefer selling euros and buying yen in the short term, and selling dollars and buying yen over a longer horizon.
科技新报 · 🔥 0 - BOJ Sees Stable Financial System but Flags AI Investment and Cyber Risks
The Bank of Japan says Japan’s financial system remains broadly stable, with bank capital and funding able to withstand combined severe shocks. It highlights risks from falling AI-investment profitability, portfolio adjustments that could amplify market shocks, and potentially larger cyberattacks as frontier AI advances. The central bank plans on-site inspections and off-site monitoring to encourage stronger cybersecurity and system resilience.
36氪快讯 · 🔥 0 - PBOC's Pan Gongsheng says AI may raise inflation near term, lower it long term
People's Bank of China Governor Pan Gongsheng said at the Financial Street Forum on October 19, 2026 that AI's demand and supply effects may arrive on different timelines: near term it changes micro-level efficiency, drives investment and pushes inflation up, while over the medium and long term it could raise overall productivity and lower inflation, according to an Economic Observer report republished by Huxiu AI. He said the AI boom has become one of the main drivers of global stock market gains and that global financial markets are highly correlated and volatile, and he outlined three priorities: closely tracking AI's macroeconomic impact, supporting the AI industry through finance, and prudently advancing AI use in finance. The report also says the Federal Reserve, European Central Bank, Bank of Japan, Bank of Canada, Reserve Bank of Australia and Bank of England have assessed AI's effects on investment, prices, employment, interest rates and financial stability this year, with no unified conclusion and no indication that policy has been adjusted as a result.
虎嗅 AI · 🔥 0 - Middle East conflict plus AI boom makes inflation fight harder for central banks
At the IMF and World Bank annual meetings in Bangkok, Bank of Korea Governor Shin Hyun-song said Korea sits at the intersection of the Middle East conflict and the AI boom, whose combined cost-push and demand-pull effects are worsening inflation. The Bank of Korea raised its policy rate twice in July and August to 3%, its first back-to-back hikes since January 2023, while the Bank of Japan, the Reserve Bank of India, Australia's central bank and the Philippine central bank also tightened this year. Moody's Analytics' Stefan Angrick said rate rises do little against supply shocks such as military conflict or commodity disruptions, and noted the AI boom has so far appeared relatively insensitive to interest-rate moves; a July BIS report said data-centre, semiconductor and related infrastructure spending is about 1% of GDP in the most affected economies, blurring the cyclical signals central banks rely on.
科技新报 · 🔥 0 - Analysis: AI investment boom could become a new pillar of dollar dominance
Citing a Financial Times analysis, TechNews reports that the dollar's global standing may gradually shift from a foundation of oil trade and U.S. financial markets toward an "AI dollar" — sustained by American leadership in AI technology, chip design, cloud services and capital markets that keeps drawing global capital. The piece argues this support differs from the petrodollar because it depends more on the profitability and market confidence of a handful of U.S. tech companies than on a stable commodity-pricing mechanism, while China builds its own AI ecosystem and payment infrastructure. It also cites Bank of Japan Governor Kazuo Ueda saying AI is currently a clear demand shock that lifts activity and prices, but that markets could correct if corporate profits fail to keep pace with investment, and that large AI-related bond issuance is pushing up long-term rates. The article adds that the dollar's durability still rests on fiscal deficits, debt burdens and institutional credibility.
科技新报 · 🔥 0
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