The Bank of Japan is set to hold a meeting on Thursday, drawing widespread attention from the market. Although this meeting is not expected to adjust the interest rate, it may raise inflation expectations, prompting investors to speculate on the future direction of monetary policy.

Financial market participants are closely monitoring the movements of the Bank of Japan, particularly regarding the forecast of interest rate hikes for the remainder of this year. It is reported that traders generally believe there is a 75% chance of a rate increase before the end of the year, which is quite significant.

The recently signed US-Japan trade agreement provides some clarity for the Bank of Japan's decision-making, suggesting that the central bank is considering further interest rate hikes. However, the uncertainty surrounding the impact of tariffs still exists, which may prompt the central bank to adopt a cautious approach to avoid sudden rate increases.

Market expectations are gradually forming a consensus that October may be the appropriate time for the Bank of Japan to take action. This timing provides the market with sufficient preparation time while allowing decision-makers to further assess the economic situation. Just as cooking requires the right timing, monetary policy adjustments also need to grasp the optimal moment.

Overall, this meeting is not expected to change the Intrerest Rate, but the future direction of policy remains to be seen. October will be a key observation point, where policy adjustments may occur. However, given the rapid changes in the economic situation, the current forecasts still carry uncertainties, and it is essential to closely monitor the policy signals from the Bank of Japan.