Bank of Japan raises key interest rate by 25 basis points to 1.25% on September 18, 2026 (confirmed by BoJ press release or Bloomberg by September 18, 2026)
Hit
✦ AI-generated prediction
Published on 15. September 2026
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Predicted for 18. September 2026
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Based on: Historical Cycle
All 52 BoJ economists surveyed by Bloomberg (September 11, 2026 survey) unanimously forecast a hike from 1.00% to 1.25% — the highest BoJ rate since 1995. Overnight index swaps price this move at ~97% (as of September 14, 2026). BoJ board member Takata has explicitly warned of falling behind the inflation curve. Standard Chartered Research confirms the BoJ's gradual normalization path. Historically unique: Fed and BoJ both hike in the same week (first time since 1998), massively accelerating yen carry trade unwinds — USD/JPY stood at 154.06 on September 14. Market anchor: OIS ~97%.
Data basis for this prediction
- Bloomberg: 52/52 BoJ-Ökonomen für +25bp auf 1,25 % am 18. September 2026 (Umfrage 11. September 2026)
- OIS-Märkte: ~97 % Wahrscheinlichkeit für BoJ-Hike auf 1,25 % (Stand 14. September 2026)
- USD/JPY-Kassakurs: 154,06 (14. September 2026, FXStreet / Standard Chartered)
- TechTimes: 'BoJ September hike arrives as Fed hikes — yen carry trade alert' (14. September 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
[Vorzeitig entschieden] BoJ-Zinsentscheid 18.09.2026: +25 bp auf 1,25 %. Quelle: CNBC/Bloomberg.
📈 Economy
✦ AI
The BLS releases October 2026 CPI on November 10, 2026 at 8:30 AM ET. Nowflation forecasts 3.82 percent YoY; the Cleveland Fed nowcasting model forecasts 3.74 percent — both clearly above the 3.7 percent threshold. The September 2026 prior reading was exactly 3.7 percent. Rising energy prices (Strait of Hormuz effectively closed since mid-October) and stable core inflation support a further uptick. An existing open platform prediction covers CPI >3.5%; this forecast raises the bar by 20 basis points. A miss would primarily require unexpected weakness in the energy component or food prices.
📈 Economy
✦ AI
Gold (XAU/USD) rose to $4,134.83 on 5 November 2026 — driven by the Democratic midterm sweep (higher fiscal spending expected) and persistent inflation pressure. Kalshi's Dec 31 settlement market shows ~32% probability for a close above $4,400 and ~43% for above $4,300. Reaching the $4,400 year-end target would require a further ~6.4% gain. Supporting factors: fiscal expansion, geopolitical risks, structurally high central bank demand; UBS forecasts $4,800, JPMorgan $6,000 at year-end. Headwind: hawkish Fed stance (Polymarket: 72.5% for a December rate hike to 4.00–4.25%). Prediction anchors on Kalshi's ~32% for >$4,400.
📈 Economy
✦ AI
Gold traded at approximately $4,130 per troy ounce on November 5, 2026 — a one-day gain of +1.68% (+$66) following the Democratic midterm sweep (Democrats won both the Senate and the House, per AP/NBC, November 5, 2026). Polymarket prices a 49% probability of gold exceeding $4,200 in November (as of November 5, 2026). The target is only 1.7% above today's closing level with 25 trading days remaining. Upside drivers: Iran de-escalation by new Democratic Congress, falling oil prices (WTI −1.13% to $87.13). Risk factors: profit-taking, rising real yields.