日本銀行は4月28日、基準金利を0.75%に据え置くことを決定した。イラン戦争による石油価格高騰への懸念が背景にある。政策委員会の投票は6対3で、3人の反対があった。
日本銀行は4月28日の会合で、基準金利を0.75%に据え置いた。政策委員会の投票は6対3で、3人の委員が反対した。日本タイムズによると、この反対意見は今後のタカ派的な姿勢を示唆している。
決定の背景には、中東情勢の悪化がある。声明では「見通しには様々なリスクがある。今のところ、中東情勢の展開への影響に特に注意を払う必要がある」と述べた。ホルムズ海峡が事実上閉鎖され、取引される石油・天然ガスの約20%が通過するルートが影響を受け、石油やガソリン価格が高騰している。日本は中東からの石油に大きく依存している。
同銀行は、経済が緩やかに成長しているものの、今後減速が予想されるとの見方を示した。決定後、東京証券取引所の日経平均株価は1%以上下落した。
米国連邦準備制度理事会や欧州の中央銀行も今週、金利会合を予定している。
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Tokyo stocks declined for a third consecutive day as tensions escalated in the Middle East over Iran. Bank of Japan Governor Kazuo Ueda warned of significant potential impacts on the economy, while the government stated there would be no immediate disruptions to oil supplies.
The Bank of Japan maintained its policy rate at 0.75% on March 19 amid growing Middle East uncertainty. The decision was widely expected by markets and central bank watchers.
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Bank of Korea Deputy Governor Yoo Sang-dai stated that uncertainty over the US Federal Reserve's rate path has deepened following the latest FOMC decision to hold benchmark rates at 3.5-3.75% for a second consecutive meeting, amid persistent Middle East instability. The BOK will monitor risks closely and act if needed to stabilize markets.
Entering its tenth day on March 9, 2026, the US-Israel-Iran war—already disrupting Middle East supplies as reported earlier—saw Brent oil spike to $120 per barrel amid Iran's 90% traffic cutoff in the Strait of Hormuz. Trump threatens escalated strikes and eases sanctions, while banks eye $150 peaks and G7 holds off on reserves.
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Japan's Q4 2025 GDP was revised upward to 1.3% annualized from the preliminary 0.2% reported on February 16, driven by strong business spending. January household spending on goods and private services held steady despite a year-on-year drop, with contained retail gasoline prices easing inflation. Analysts now expect the Bank of Japan to hold rates in April and hike in June.
Asian equities opened higher, tracking gains in US stocks and Treasuries, as investors overlooked geopolitical tensions. Markets displayed cautious optimism despite worries over oil prices and inflation, with the Federal Reserve's interest-rate decision pending. Oil prices held near $103 amid expectations of continued volatility until energy stabilizes.
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Global oil prices are poised for their strongest monthly gain on record, with Brent crude nearing a 60% March surge due to the Iran war. US President Donald Trump indicated he is considering an exit from the conflict despite ongoing disruptions in the Strait of Hormuz. Tanker attacks continue to choke supplies.