TechFlow, April 14 — According to Jinshi Data, Goldman Sachs analysts said that if the yen rises to 130 per dollar and Japan's outlook for sustained inflation dims, the Bank of Japan might consider pausing rate hikes. Goldman economists led by Akira Otani wrote that a sharp yen appreciation could squeeze profits for Japanese exporters, lower import prices, suppress domestic investment, and weaken wage growth, posing challenges to the BOJ's continued tightening policy. They also said that if the yen strengthens into the low 130s against the dollar, the BOJ might cut its inflation forecast for fiscal year 2026 to around 1.5%, below its 2% target. Conversely, if the yen falls below 160—the level last July that triggered a BOJ rate hike—the central bank might consider advancing or accelerating further rate hikes.
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