Bank of Japan holds policy rate unchanged at 1.00% at July 31, 2026 meeting (confirmed by BoJ press release)
Hit
✦ AI-generated prediction
Published on 24. July 2026
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Predicted for 31. July 2026
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Based on: Historical Cycle
BoJ raised policy rate to 1.00% in June 2026 – highest since 1995 (7:1 vote, CNBC June 16, 2026). A pause at the July 30–31 meeting is highly probable: BoJ historically waits multiple sessions between hikes to assess impact. Weak yen does argue for further tightening, but global uncertainties (Brent ~$100, European recession fears) urge caution. Kalshi futures imply ~68% for no change. Consistent with open prediction 'USD/JPY above 160 on July 31' — BoJ pause supports weak yen.
Data basis for this prediction
- CNBC: BoJ raises rate to 1.0%, June 16, 2026
- Investing.com: BoJ meeting dates July 30–31, 2026
- Kalshi: BoJ rate hold July 2026, ~68% implied
- fxleaders.com: JPY macro context July 24, 2026
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Hit
Die BoJ hielt den Leitzins am 31. Juli 2026 wie vorhergesagt unverändert bei 1,00 %. Die Entscheidung fiel mit 8:1-Stimmen (ein Mitglied votierte für eine Anhebung auf 1,25 %). Quellen: Bloomberg ("Bank of Japan Holds Interest Rate Steady at 1% as Expected", 31.07.2026), Focus Economics, Babypips sowie japanischsprachige Berichterstattung (smart-moneylife.jp, Nikkei). Die Begründung – Wartezeit nach der Juni-Anhebung, um deren Wirkung abzuschätzen – traf exakt zu.
📈 Economy
✦ AI
The S&P 500 closed at 7,636.36 on 9 September 2026. Falling below 7,450 by month-end would require a 2.4% decline. Headwinds: Fed rate hike of 25bp on 16 September (CentralBank.Watch: 59% probability), August PPI above expectations (+5.4% YoY), Iran-Gulf risk premium. Stabilizing factors: hike largely priced in (Polymarket: 93% for zero 2026 cuts), Q2 earnings solid, no recession signals. Historically, a single 25bp September hike rarely causes a monthly decline above 2.5%.
📈 Economy
✦ AI
Polymarket shows a 53% probability for a 25 basis point hike as of September 10, 2026. US Core CPI August 2026 (release September 11) is expected by market consensus to be above 3.0% YoY. The ECB raised its deposit rate by 25 bps to 2.50% on September 10, 2026 – an inflation-fighting signal that provides cover for the Fed. Against a hike: a mild slowdown in US industrial output. CME FedWatch also shows ~53% probability for a hike.
📈 Economy
✦ AI
The DAX closed at 25,562 points on September 9, 2026. A gain of +1.7% is required by month-end. Headwinds: ECB rate hike to 2.50% (September 10), 53% FOMC hike probability (September 16), persistently high oil prices (~$101/barrel Brent) weigh on energy-intensive DAX heavyweights. Tailwinds: strong SAP cloud growth expected, robust US demand, EUR/USD at 1.1644 benefits exporters. Implied 30-day volatility (VDAX): ~16%, corresponding to a σ range of roughly ±5.5% by month-end — the 26,000 level falls within the central distribution.