Another story on what the BOJ might be thinking
This time it's them thinking about cutting their inflation outlook on lower oil prices
Bloomers again with the story from people familiar with BOJ discussions, and say that they may place more weight on CPI that excludes energy
Extra QQE is unlikely to be needed if any change in inflation forecasts are purely due to oil prices, say the sources
On Monday we heard that the BOJ may be losing confidence in growth, and now it's CPI
The BOJ will be publishing their next forecasts at the end of October
Update: Bloomberg note that the sources say that the CPI measure ex-fresh food and energy came in at 0.9% in July vs 0.7% in June. Reuters have also picked up this headline now. They've probably got it from the BBG story, who knows. The BBG story isn't out on the web yet
