Asia Market Movers: Nomura sees BoJ rates rising to 1.5% by 2027, with hawkish risks beyond

Wednesday, 04 Feb, 2026 Central Banks Nomura sees BoJ rates rising to 1.5% by 2027, with hawkish risks beyond Nomura sees Japan's rate cycle extending into 2027, with risks tilted toward a higher terminal rate. Summary: Nomura sees a high probability of further BoJ tightening through 2027 Base case assigns 60 News PBOC sets USD/ CNY mid-point today at 6.9533 (vs. estimate at 6.9385) Earlier: PBOC to inject 800 billion yuan via three-month reverse repo operation Yuan seen rising in 2026, but China signals resistance to rapid gains The PBOC allows the yuan to fluctuate within a +/- Learn more News Japan services PMI hits 11-month high as demand and hiring strengthen Japan's services-led recovery gained pace in January, though confidence remains cautious despite easing cost pressures. Summary Japan's services sector growth accelerated to an 11-month high in Januar News New Zealand Commodity Price Index rose in January Rose 2.0% m/m in January prior -2.1% In NZD terms the index rose 1.3% m/m stronger NZD offsetting higher commodity prices overseas Earlier: New Zealand jobs report shows firmer hiring but unemployment Central Banks PBOC is expected to set the USD/CNY reference rate at 6.9385 – Reuters estimate Earlier: Yuan seen rising in 2026, but China signals resistance to rapid gains The People's Bank of China is due to set the daily USD/CNY reference rate at around 0115 GMT (2115 US Eastern time), a fi Central Banks PBOC to inject 800 billion yuan via three-month reverse repo operation China's central bank said it will inject 800 billion yuan via a three-month outright reverse repo, using a tool introduced in late 2024 to keep banking system liquidity ample without changing benchmar Forex Yuan seen rising in 2026, but China signals resistance to rapid gains China's export-driven yuan gains are set to continue in 2026, but policymakers are poised to cap the pace of appreciation. Summary: Analysts expect the yuan to strengthen further in 2026, but policy r Central Banks Powell pardon won't lift Fed blockade as Tillis holds line on investigation A Powell pardon would not break the Senate logjam, with Tillis holding firm until the Fed probe concludes. Summary: Senator Tillis says a Powell pardon would not lift his Fed nominee blockade He insis Learn more Stocks AMD shares fall as AI outlook disappoints despite strong Q4 earnings beat AMD beat Q4 forecasts but cautious guidance dented confidence as investors pushed for faster AI upside. Summary: AMD beat Q4 earnings and revenue expectations Guidance disappointed, triggering a sharp

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