BOJ Rate Outlook Ex-BOJ member Makoto Sakurai expects three more rate hikes, taking Japan’s policy rate to 1.5% by early 2028 under Governor Ueda. First hike to 1.0% likely around mid-2026, depending on US growth, wage momentum, and inflation staying above 2%. BOJ views 1.75% as neutral, so even 1.5% remains supportive for the economy. Rate hikes may happen once every six months, but political pressure could slow the pace. Despite recent hikes, the yen remains weak, with markets more worried about Japan’s fiscal spending than monetary policy. In short: BOJ is slowly exiting ultra-easy policy, but normalization will be gradual, cautious, and politically sensitive, keeping the yen volatile in the near term.

风险提示：本文所述仅代表作者个人观点，不代表 Followme 的官方立场。Followme 不对内容的准确性、完整性或可靠性作出任何保证，对于基于该内容所采取的任何行为，不承担任何责任，除非另有书面明确说明。

XAUUSD: Calm Before a 10,000-Pip Breakout Market Context Gold has spent the week in a tight Accumulation Phase, a setup that often precedes sharp moves as institutions build positions quietly. Technical Outlook Range: Confined near $2,000–$2,070 with volatility at multi-week lows. Pattern: Coiling structure suggests explosive potential. Projection: Models point to a possible 10,000-pip ($100) move. Fundamental Drivers Fed Policy & Rates Geopolitical Risks Dollar Strength/Weakness Inflation Trends Risks False breakouts Liquidity shocks from data/events Importance of disciplined position sizing Conclusion Gold’s quiet consolidation may be the calm before the storm. A decisive breakout could unfold next week, with direction hinging on macro catalysts. #gold# #GOLDTODAY#

carldupoin

Preliminary data released by Eurostat on Wednesday showed that inflation in the euro area rose to an annual rate of 2% in December, in line with the European Central Bank’s target. Market expectations had also pointed to inflation reaching the ECB’s 2% target, after inflation stood at 2.2% in November, which was later revised down to 2.1%.

carldupoin

U.S. President Donald Trump said Iran is seeking negotiations over its nuclear program, claiming, “They’ve called many times. They want to talk.” He added that Iran is aware of the strong U.S. military presence nearby and defended U.S.-backed Israeli strikes on Iranian nuclear sites, arguing that under a different president, Iran would already have nuclear weapons and might have attacked.

carldupoin