Japan Bank Lobby says markets expect a BoJ hike as soon as March; Lobby Head believes there is a reasonable possibility of a hike as early as March or April
The comments from the Japan Bank Lobby suggest that market participants are increasingly pricing in a potential Bank of Japan rate hike as early as March or April.
Nestle (NESN SW) exec. says they anticipates a significant FX headwind of around -6% on 2026 sales, based on current CHF spot rates
EUROPEAN OPEN: AIR FP guides 2026 deliveries below estimates; RNO FP profits seen declining; NESN SW talks to sell rest of ice cream business; VOW3 GY reportedly conducting risky accounting; Elliott pushes for divestments and buybacks at LSEG LN
Japan Bank Lobby says markets expect a BoJ hike as soon as March; Lobby Head believes there is a reasonable possibility of a hike as early as March or April
European Movers: LSEG (LSEG LN) +1.0%, Orange (ORA FP) +2.5%, Pernod Ricard (RI FP) +3.0%, Nestle (NESN SW) +3.6%, Rio Tinto (RIO LN) -1.9%, Airbus (AIR FP) -3.9%, Aegon (AGN NA) -4.8%
Russian Foreign Minister Lavrov warns of any new US strike on Iran
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This marks a shift in sentiment and could indicate a readiness for a more hawkish monetary policy stance, impacting the yen and broader market expectations regarding fixed income and commodity prices, especially gold.
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