BoJ’s Ueda says anchoring inflation at 2% more important as AI demand, energy lift prices

Bank of Japan Governor Kazuo Ueda said that keeping inflation anchored at 2% is becoming more important as rising AI-related demand and higher energy costs push up prices. The remarks point to an inflation-repricing channel: stronger input costs from energy and data-center-driven demand raise the risk that price pressures become more persistent, which in turn shapes the BoJ's tolerance for holding policy loose. Energy markets are the most directly exposed, since higher demand from AI infrastructure and firmer energy prices feed into Japan's import bill and the yen's terms of trade. Traders should watch Japan's next national CPI release and the BoJ's upcoming policy meeting for signs of whether the central bank's inflation outlook is shifting toward tighter policy, which would affect the yen and Japanese government bond yields.

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