Geopolitics Alpha

BOJ minutes: Inflation could prompt faster rate hikes

Published . Updated .

Key takeaways

  • Exposed: EWJ, BWX, EFA, MUFG, TM
  • Market reaction: price tracking starts with the next trading session.

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Get these market calls by email

The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.

Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.

GEOPOLITICS ALPHABOJ minutes: Inflation couldprompt faster rate hikesGEOPOLITICS ALPHA

This report is about Japan.

Directly affected

  • No company is named in this report.

Indirectly affected

  • EWJ iShares MSCI Japan ETF-0.6% 19d

    iShares MSCI Japan ETF holds stocks listed in Japan, which this story is about (“boj”).

  • BWX SPDR Bloomberg International Treasury Bond ETF

    SPDR Bloomberg International Treasury Bond ETF holds government bonds outside the US, which react to inflation and interest-rate news like this one in Japan

  • EFA iShares MSCI EAFE ETF-2.4% 8d

    iShares MSCI EAFE ETF is a broad fund of developed-market stocks that includes Japan

  • MUFG Mitsubishi UFJ Financial Group

    Mitsubishi UFJ Financial Group (commercial banks) is one of the largest Japan-based companies traded in the US, so news about Japan (“boj”) reaches its shares.

  • TM Toyota Motor+1.4% 30d

    Toyota Motor (motor vehicles and passenger car bodies) is one of the largest Japan-based companies traded in the US, so news about Japan (“boj”) reaches its shares.

  • SONY Sony Group+8.7% 30d

    Sony Group (household audio and video equipment) is one of the largest Japan-based companies traded in the US, so news about Japan (“boj”) reaches its shares.

  • MFG Mizuho Financial Group-11.6% 30d

    Mizuho Financial Group (national commercial banks) is one of the largest Japan-based companies traded in the US, so news about Japan (“boj”) reaches its shares.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
EWJ+1.10%-1.05%baseafter closeafter closeafter closeafter close
BWX-0.60%-0.53%baseafter closeafter closeafter closeafter close
EFA-1.31%-1.92%baseafter closeafter closeafter closeafter close
MUFG-0.16%-2.43%baseafter closeafter closeafter closeafter close
TM-1.60%-1.86%baseafter closeafter closeafter closeafter close
SONY-1.83%-1.62%baseafter closeafter closeafter closeafter close
MFG+1.83%-2.04%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

BOJ minutes: Inflation could prompt faster rate hikes NHKニュース

Source: NHKニュース

Price since this story was published: Ishares (EWJ)

CompanyWhenMoveStatus
Spdr Series Trust (BWX)three days earlier-0.53%final price
Spdr Series Trust (BWX)five days earlier-0.60%final price
Ishares Tr (EFA)three days earlier-1.92%final price
Ishares Tr (EFA)five days earlier-1.31%final price
Ishares (EWJ)three days earlier-1.05%final price
Ishares (EWJ)five days earlier+1.10%final price
Mizuho Financial Group (MFG)three days earlier-2.04%final price
Mizuho Financial Group (MFG)five days earlier+1.83%final price
Mitsubishi Ufj Financial Group (MUFG)three days earlier-2.43%final price
Mitsubishi Ufj Financial Group (MUFG)five days earlier-0.16%final price
Sony Group (SONY)three days earlier-1.62%final price
Sony Group (SONY)five days earlier-1.83%final price
Toyota Motor Corp/ (TM)three days earlier-1.86%final price
Toyota Motor Corp/ (TM)five days earlier-1.60%final price

Members of Congress who traded Ishares (EWJ) near this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Ishares (EWJ)

Companies tied to this story

  • EWJ Ishares

    For “BOJ minutes: Inflation could prompt faster rate hikes,” Ishares (EWJ) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI Japan ETF holds stocks listed in Japan, which this story is about (“boj”)

  • BWX Spdr Series Trust

    For “BOJ minutes: Inflation could prompt faster rate hikes,” Spdr Series Trust (BWX) is linked, with no stored direction, medium confidence. Reason on file: SPDR Bloomberg International Treasury Bond ETF holds government bonds outside the US, which react to inflation and interest-rate news like this one in Japan

  • EFA Ishares Tr

    In “BOJ minutes: Inflation could prompt faster rate hikes,” Ishares Tr (EFA) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI EAFE ETF is a broad fund of developed-market stocks that includes Japan

  • MUFG Mitsubishi Ufj Financial Group

    Mitsubishi Ufj Financial Group (MUFG) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “BOJ minutes: Inflation could prompt faster rate hikes.” Reason on file: Mitsubishi UFJ Financial Group (commercial banks) is one of the largest Japan-based companies traded in the US, so news about Japan (“boj”) reaches its shares

  • TM Toyota Motor Corp/

    In “BOJ minutes: Inflation could prompt faster rate hikes,” Toyota Motor Corp/ (TM) is linked, with no stored direction, medium confidence. Reason on file: Toyota Motor (motor vehicles and passenger car bodies) is one of the largest Japan-based companies traded in the US, so news about Japan (“boj”) reaches its shares

  • SONY Sony Group

    In “BOJ minutes: Inflation could prompt faster rate hikes,” Sony Group (SONY) is linked, with no stored direction, medium confidence. Reason on file: Sony Group (household audio and video equipment) is one of the largest Japan-based companies traded in the US, so news about Japan (“boj”) reaches its shares

  • MFG Mizuho Financial Group

    In “BOJ minutes: Inflation could prompt faster rate hikes,” Mizuho Financial Group (MFG) is linked, with no stored direction, medium confidence. Reason on file: Mizuho Financial Group (national commercial banks) is one of the largest Japan-based companies traded in the US, so news about Japan (“boj”) reaches its shares

How “BOJ minutes: Inflation could prompt faster rate hikes” reaches Ishares (EWJ)

Ishares (EWJ) is the company in “BOJ minutes: Inflation could prompt faster rate hikes,” the 5 Nov 2026 this story story.

The link for Ishares (EWJ) is this: iShares MSCI Japan ETF holds stocks listed in Japan, which this story is about (“boj”)

Spdr Series Trust (BWX) is here too. Its reason reads: SPDR Bloomberg International Treasury Bond ETF holds government bonds outside the US, which react to inflation and interest-rate news like this one in Japan

Price levels for Ishares (EWJ)

EFA traded between 102.00 and 104.68 across 6 sessions. The latest close on file is 103.46. EWJ traded between 95.11 and 99.98 across 16 sessions. The latest close on file is 97.33.

A simple score for Ishares (EWJ)

46 out of 100

“BOJ minutes: Inflation could prompt faster rate hikes” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.