The Bank of Japan's December rate hike of 25 basis points has been fully priced in by the market, with institutional disagreements centered on the pace of subsequent rate hikes.

Wells Fargo: A further 25 basis point increase in Q3 next year, with the policy rate possibly reaching 1% by the end of the year.

ANZ Bank: The next rate hike is delayed until April 2026, pending observation of wage growth trends.

JPMorgan Chase: Raising rates approximately every six months, depending on the government's macroeconomic stance.

Morningstar: Clear signs of wage growth need to wait until March next year, which is key to deciding the timing of the next rate hike.

Kaitou Macro: The CPI data released on Friday signals a "green light" for rate hikes, with core inflation expected to continue exceeding central bank forecasts.

T. Rowe Price: The pace of rate hikes may exceed market expectations, with possibly two more increases next year.

Investinglive: Ueda Kazuo is unlikely to adopt a hawkish stance; the next rate hike is more likely in October next year.

Rabobank: Due to high inflation and weakened political opposition to easing, rates are expected to rise to 1% by July next year.

ING Bank: Strong export support underpins this rate hike, but Ueda Kazuo is unlikely to signal a hawkish stance.