Widowmaker trade's lesson: Correct call on Japan yields fails without timing
The 'widowmaker' trade illustrates that correct market predictions fail without proper timing, as Japan's yields finally rose after decades.
02/09/2026 10:3211 min read
BOJ
USD/JPY dips but still bullish; faster BoJ tightening required for trend change
Greenback rallies on Warsh's hawkish tone; USD/JPY dips but bias stays bullish.
02/09/2026 09:4210 min read
Dollar-yen pulls back after early climb to near five-week high
USD/JPY fell to 159.60 after earlier reaching 160.40, its highest since 31 July, raising questions about possible Tokyo rate checks.
02/09/2026 06:226 min read
BOJ's Takata signals need for flexible policy options beyond gradual rate hikes
BOJ's Takata says the central bank should consider a broad range of policy options, not just gradual rate hikes of 0.25%.
02/09/2026 05:516 min read
Oil climbs to near six-week high as US-Iran hostilities persist
Oil hit a near six-week high as US-Iran fighting continued. Central banks in Japan, New Zealand and Australia signaled more tightening.
02/09/2026 03:5316 min read
BOJ hawk Takata urges flexible rate moves as inflation risks mount
BOJ hawk Takata says rate hikes must be nimble, flagging risks from energy prices and overseas rates that could push Japan's terminal rate higher than markets…
02/09/2026 02:0317 min read
BOJ's Ueda hints at further rate hikes, warns of cumulative effects
BOJ's Ueda indicates further rate hikes while cautioning on cumulative impact; Finance Minister Katayama monitors JGB yields.
02/09/2026 00:3116 min read
Japan's Yield Surge Rattles Markets, Bitcoin Braces for Impact
Japanese bond yields hit multi-decade highs, pressuring yen carry trades and raising questions about Bitcoin's vulnerability to a stronger yen.
01/09/2026 21:4113 min read
Bessent's remarks signal US intervention comes at a cost for Japan
Bessent hints Japan must act after US intervention help, pushing BOJ and Takaichi on policy.
01/09/2026 04:529 min read
Katayama, Bessent talks included FX intervention, fiscal policy, MOF official says
A senior MOF official stated that the BOJ sets policy independently, and confirmed that Katayama and Bessent discussed FX intervention and fiscal policy.
01/09/2026 03:0516 min read
Katayama and Bessent agree on need for orderly forex moves
Japan and the US reaffirm cooperation on orderly yen moves at G20, but Tokyo avoids defining what orderly means.
01/09/2026 02:3317 min read
Japan August factory PMI rises to 54.9; new orders see sharpest growth in over 8 years
Japan's manufacturing PMI rose to 54.9 in August; new orders saw sharpest growth in over 8 years, driven by AI and semiconductor demand.
01/09/2026 00:5218 min read
Bessent pushes BOJ rate hikes at G20, met Ueda and Katayama: NHK
Bessent met BOJ's Ueda and Japan's Katayama at G20, urged rate hikes. Yen strengthened on the remarks.
31/08/2026 23:3319 min read
Japan's Two-Year Bond Yield at 31-Year Peak, Impact on Yen Carry Trade and Bitcoin
Japan's two-year bond yield reached a 31-year peak, making the yen carry trade costlier. Bitcoin trades at $79,087.
31/08/2026 15:418 min read
Yen slips past 160 as Warsh's hawkish stance outweighs Bessent's calm view
Yen weakens past 160 per dollar for first time since record $98.7 billion intervention, as Warsh's hawkish signals overshadow Bessent's reassurance.
31/08/2026 02:4218 min read