BOJ summary and tankan survey back more rate hikes after September's move
Bank of Japan opinion summary and tankan survey both point to further rate increases after September's hike to 1.25%, but timing remains uncertain between…
Bank of Japan opinion summary and tankan survey both point to further rate increases after September's hike to 1.25%, but timing remains uncertain between…
USD/JPY declined to around 156.4 on Wednesday, driven by yen repatriation flows and Fed comments, with other yen crosses also lower.
Japan's August factory output fell 1.7% against a forecast rise, and retail sales growth slowed, complicating the outlook for near-term BoJ rate increases.
US concern over Japan's weak yen and bond market stems from Tokyo being the largest foreign holder of US debt, with high yields risking carry trade unwinds…
Japan's services producer price index rose 3.7% in August, the fastest annual pace in over two years, driven by freight and leasing costs.
BOJ July minutes show one member pushed for faster hikes as price risks lean higher, with the pace of future moves seen potentially exceeding market…
BOJ July minutes show an 8-1 vote to hold, with dissenter Takata's call for 1.25% realised at September's hike.
USD/JPY slipped to 157.00 as officials from the US and Japan voiced concerns over yen weakness, with coordinated remarks and potential intervention in focus.
Japan's 30-year bond yield hit a record 4.223%, raising safe-haven returns and threatening bitcoin via yen carry trade unwinds.
The yen strengthened 0.6% to 157.95 after Katayama's warning, with traders seeing intervention risk as a ceiling on further weakness.
Japan's finance minister says Trump raised yen weakness in summit; USD/JPY dips below 158.50.
Goldman Sachs cut its USD/JPY forecasts to 150 in 12 months, citing faster BOJ tightening and yen repatriation.
Daiwa Securities predicts the Bank of Japan will raise rates again in December 2026, followed by a hike in April 2027, as the BOJ shifts to maintaining…
Canadian retail sales fell 0.7% in July, slightly better than the expected 0.8% drop, but core sales and volume pointed to softer demand.
Japan's flash composite PMI fell to 52.5 in September, a four-month low, as price pressures stayed sharp and hiring accelerated.