Bank of Japan (BOJ) keeps its policy rate unchanged at 1.00% at the July 31, 2026 meeting
Hit
✦ AI-generated prediction
Published on 18. July 2026
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Predicted for 31. July 2026
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Based on: Historical Cycle
The BoJ last raised its policy rate by 25bps to 1.00% on June 16, 2026 — the highest since 1995 (CNBC). The next policy meeting concludes July 31, 2026. Rateprobability.com implies a ~96% hold probability (as of July 18, 2026). Bloomberg and Japan Times (July 18, 2026) both report the BoJ will stand pat and may only slightly revise its growth outlook upward. Economist surveys largely expect the next hike in Q4 2026. Market quote: ~96% hold.
Data basis for this prediction
- BoJ Leitzins aktuell: 1,00 % (Hike 16. Juni 2026, CNBC)
- Haltewahrscheinlichkeit Juli 2026: ~96 % (rateprobability.com, 18. Juli 2026)
- Bloomberg 17. Juli 2026: 'BOJ likely to raise growth forecast, stand pat on rates'
- Japan Times 18. Juli 2026: 'BOJ set to keep interest rates unchanged'
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 hat am 31. Juli 2026 den Leitzins erwartungsgemäß unverändert bei 1,00 % belassen – bestätigt durch den offiziellen BoJ-Statement (boj.or.jp), Bloomberg und CNBC. Die Entscheidung fiel mit 8:1 Stimmen (einziger Dissident: Hajime Takata, der eine Anhebung auf 1,25 % forderte). Die Vorhersage trifft exakt zu: Leitzins gehalten bei 1,00 %, Datum korrekt, alle 52 befragten Bloomberg-Ökonomen hatten ebenfalls ein Hold erwartet. Quellen: https://www.bloomberg.com/news/articles/2026-07-31/bank-of-japan-holds-interest-rate-steady-at-1-as-expected | https://www.cnbc.com/2026/07/31/boj-rates-yen-intervention-inflation-japan.html | https://www.boj.or.jp/en/mopo/mpmdeci/mpr_2026/k260731a.pdf
📈 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.
📈 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
Bitcoin at $78,136 (September 9, 2026). Kalshi markets assign ~83% probability of BTC touching $100,000 at any point in 2026. Polymarket gives BTC 68% odds to close above $90,000 by year-end. A year-end close above $100,000 (not just a touch) is more demanding: median year-end contract estimates imply ~$81,000. Arguments for >$100k close: historical Q4 seasonality (+49% in Q4 2024, +56% in Q4 2023), ETF inflows, institutional demand. Headwinds: active Fed hiking cycle (~3.75% current funds rate), 10yr yield at 4.86%.