The following are brief expectations for today's BoJ September policy statement as compiled from the related research reports of 10 major banks. Overall, the consensus expects the BoJ to maintain its policy unchanged. On the JPY front, the consensus seems to see the meeting as a non-event with a limited impact on JPY. TD Research:It is widely seen to leave policy unchanged but the immediate focus is whether the bank may consider dropping the reference to the JGB purchase level of JPY80tn. Indeed, it is the one year anniversary of YCC and many investors are keen on the next steps. This partly reflects the potential ... (full story)