BOJ’s Nakagawa speaks on one-sided yen falls

Bank of Japan monetary policy board member Nakagawa:

  • One-sided
    yen falls subsided somewhat but rising import prices could affect
    consumer inflation with a lag
  • Prolonged
    inflation overseas could put upward pressure on Japan’s import prices
  • Must
    be mindful of impact of overseas, domestic market moves on Japan’s
    inflation
  • Japan’s
    exports, output likely to resume uptrend as overseas economies
    sustain moderate growth
  • Wage
    growth likely to accelerate as a trend reflecting rising prices
  • Consumption
    likely to increase moderately reflecting higher wages, albeit being
    affected by rising prices for time being
  • Expect inflation to gradually accelerate as a trend
  • Achievement of wage-inflation cycle is in sight
  • Must be mindful of upside risk to inflation, downside risks
    surrounding overseas economies
    there is a risk delay in
    recovering of consumer sentiment could prevent rising income from
    translating into higher spending
  • Even
    after July rate hike, real interest rates remain deeply negative,
    accommodative monetary conditions maintained
  • If
    long-term rates spike, BOJ could review its taper plan at its policy
    meeting as needed
  • BOJ
    likely to adjust degree of monetary easing if economy, prices move in
    line with its projection
  • There
    is no big change to Japan’s economic fundamentals including record
    profits at Japan firms
  • When
    considering adjusting degree of monetary easing further, we will
    scrutinise market developments after July rate hike and how that
    affects economy, prices

Yen gaining:

This article was written by Eamonn Sheridan at www.forexlive.com. Source