Possible scenario
Faster Tightening Returns
20%
−0.7%
The lone dissent proves important as inflation and wage data remain firm. The BOJ moves closer to faster hikes to stop inflation expectations from drifting higher.
What it moves
- Technology−0.9%
- Consumer Cyclicals−0.7%
- 10-year Treasury yield
- Market volatility
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.