# Markets not convinced by BoJ hike Page: https://stenobird.com/podcast/nab-morning-call-427359/markets-not-convinced-by-boj-hike Text version: https://stenobird.com/podcast/nab-morning-call-427359/markets-not-convinced-by-boj-hike.md Podcast: [NAB Morning Call](https://stenobird.com/podcast/nab-morning-call-427359) Published: 2026-09-20T20:16:28+00:00 Episode link: https://shows.acast.com/morningcall/episodes/markets-not-convinced-by-boj-hike Audio file: https://sphinx.acast.com/p/open/s/631a89913c2be9001415dc41/e/6ab03f1d119942cbe1ecbb51/media.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/nab-morning-call-427359/episodes/markets-not-convinced-by-boj-hike Duration seconds: 932 ## Resource Monday 21st September 2026 NAB Markets Research Disclaimer   Financial Services Guide | Information on our services - NAB Even though the Bank of Japan lifted rates, as widely anticipated, the Yen lost ground on Friday. NAB’s Sally Auld says the 7-2 vote split was responsible for the caution, particularly as the two dissenters were recent government appointees. There’s also speculation of currency intervention, although Sally questions the logic of that right now. Instability in European politics has seen swift movement in bond yields. Over the weekend the Greenland deal and Ukraine’s largest attack on Moscow so far have been the major Europe-centric headlines. There’s also discussion of Friday’s senate hearing where Michelle Bullock announced they have stepped off the narrow path balancing inflation and jobs. She made it clear, inflation is the main concern right now. Hosted on Acast. See acast.com/privacy for more information. ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/nab-morning-call-427359/episodes/markets-not-convinced-by-boj-hike/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/nab-morning-call-427359/markets-not-convinced-by-boj-hike.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.