BOJ's Uchida: AI Demand Fuels Inflation, May Lift Neutral Rate

BOJ Deputy Governor Shinichi Uchida stated that AI-driven demand is contributing to inflationary pressure and rising long-term rates, potentially affecting the neutral interest rate. This signals a hawkish tilt in BOJ thinking, suggesting possible further policy normalization. The statement is a policy signal, not a data release, so its market impact depends on subsequent actions.