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BOJ’s deputy chief flags AI’s possible impact on neutral rate

Uchida said AI is lifting demand and yields, while a wave of tech bond sales has tightened financial conditions.

Summary by BizToc
The comments come as economists and market players try to assess high quickly and how far the BOJ will raise interest rates.

4 Articles

Artificial intelligence is driving a sharp increase in demand, which in turn is contributing to inflationary pressures and rising long-term interest rates – a development that could affect the neutral interest rate, Shinichi Uchida, deputy governor of the Bank of Japan, said in a speech on Monday, according to Bloomberg News.

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BizToc broke the news on Monday, October 5, 2026.
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