Bank of Japan raises policy rate from 1.00% to 1.25% on September 18, 2026 (BOJ meeting September 17–18)
Pending
✦ AI-generated prediction
Published on 11. September 2026
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Predicted for 18. September 2026
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Based on: Historical Cycle
Bloomberg survey of September 11, 2026: all 52 BOJ watchers forecast a 25 bp hike at the September 18 meeting. The BOJ held at 1.00% in July 2026, but warned core CPI would likely exceed 2% from September. Strong wage growth supports further normalization. 93% of analysts expect the next move no earlier than December or January. Near-unanimous consensus justifies 88% (12% residual: surprise hold risk).
Data basis for this prediction
- Bloomberg: BOJ Watchers Survey – 100 % der 52 Befragten für Sep-18-Zinserhöhung, 11.09.2026
- CNBC: BOJ holds at 1%, warns core CPI to exceed 2% target, 31.07.2026
- BOJ.or.jp: Guideline for monetary policy – Leitzins 1,00 %, 16.06.2026
- Bloomberg: BOJ watchers see follow-up hike by January after September move, 11.09.2026
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: Pending
This prediction is still open. It will be evaluated automatically against real-world sources after its due date.
📈 Economy
✦ AI
NVDA closed at $220.21 on 11 September 2026 (+0.82%). The S&P 500 gained +0.94% on the same day, ending a four-session losing streak. For a close above $225 on 17 September (~2.2% required), a potential market relief rally post-FOMC on 16 September supports the case (expected +25bps; a 'dovish hike' framing typically benefits growth equities). Headwinds: US 10Y yield at 4.97% and persistent inflation (August 2026 CPI >3.4%). No Polymarket data found; calibrated probability: ~52%.
📈 Economy
✦ AI
Gold trades at approximately $4,383/oz on September 11, 2026 (–0.30% vs. prior day). Reaching the $4,500 threshold by September 30 requires approximately 2.7% gain over 19 trading days. Drivers: geopolitical tensions, central bank purchases, elevated US inflation (CPI August 2026: +3.4% YoY). Headwind: FOMC rate hike September 16 (Polymarket 49%, Kalshi 57%, CME FedWatch >60% for +25bp) traditionally strengthens the dollar. Analyst year-end targets: JPMorgan >$4,900, Goldman Sachs $4,900, HSBC $4,560 (annual average) – the $4,500 threshold is conservatively calibrated relative to these targets. No prediction markets for September 30 available.
📈 Economy
✦ AI
The Nikkei 225 closed at 64,011 on September 11 (−1.93%); the JP225 at 64,365 (−1.39%), both posting steep weekly losses. Headwinds: elevated Brent crude ($105–108/bbl, four-month high), rising global yields (US 10yr near 5.00%), and pre-positioning ahead of the September 16 FOMC and September 18 BOJ hike. The 65,000 level is ~1,000 points above current price; a recovery above that threshold by Monday September 15 is unlikely given fundamentals and twin central-bank event risk.