Tag
#Bank of Japan
Japan borrowing costs hit 30-year high on debt fears
Japan borrowing costs hit 2.83 per cent, the highest since 1996, as debt worries and a still-hawkish BOJ pushed bond yields higher.
New Zealand raises key rate to 2.5%, first hike in 3 years
New Zealand key rate rose to 2.50% as the RBNZ delivered its first hike in three years, lifting the kiwi and front-end bond yields.
Yen undervalued by 20% puts Japan intervention back in play
Yen undervalued by 20 per cent is how former FX chief Tatsuo Yamasaki reads Japan's currency slide, sharpening the risk of surprise intervention.
The safe-haven trade is no longer simple
Safe havens in 2026 are failing to cushion shocks as inflation, fiscal strain and carry trades overpower Treasuries, gold and the yen.
Foreign selling in JGBs tests Japan's higher-rate reset
Japan bond selling hit a three-year high in June, showing BOJ rate rises may unsettle foreign buyers before they draw capital home.
Yen 40-year low keeps Japan intervention risk in focus
Yen 40-year low levels near 162.41 per dollar have pushed Japan intervention risk back to the centre of FX markets as the Fed-BoJ gap stays wide.
Tokyo inflation 1.6% keeps BOJ on track for another hike
Tokyo inflation rose to 1.6 per cent in June, the first acceleration in eight months, keeping the Bank of Japan on course for a further rate rise.
Japan's super-long JGB market loses a natural buyer
Japan super-long JGB yields are climbing as life insurers turn sellers, weakening a key source of duration demand in a market global investors watch.
Yen slides past 161 as Tokyo intervention bets return
Yen slides past 161 against the dollar, putting Tokyo back on intervention watch days after the Bank of Japan raised rates to 1 per cent.
BOJ raises rates to 1% as yen carry trades face test
BOJ raises rates to 1% for the first time since 1995, putting yen carry trades and Japan's bond-buying path under fresh pressure.
BOJ Ueda absence clouds June rate decision as yen stays near 160
BOJ Ueda absence shifts June rate messaging to deputies as markets price a 25-basis-point hike and watch the yen near 160.5.
ECB rate hike 2026: Iran oil shock redraws stocks
ECB rate hike 2026 expectations are forcing traders to price two moves, higher oil and a harder split across European stocks.
BOJ rate hike odds rise as Ueda flags inflation risk
BOJ rate hike odds climbed after Kazuo Ueda said Japan may need more tightening, putting yen and global bond trades on alert.
Yen carry trade risk rises as Stephen Jen sees rebound
Yen carry trade risk is rising as Stephen Jen, BofA and Japan's ¥11.73 trillion intervention point toward a stronger currency.
BOJ rate hike odds near 76% as Himino urges steady pace
BOJ rate hike odds hovered near 76% after Ryozo Himino said proper policy timing is key to keeping JGB markets confident.
Treasury yields test Bessent as 10-year nears 4.7%
Treasury yields near 4.7 per cent are turning Scott Bessent's bond problem into a growth test for mortgages, credit and credibility.
Japan bond yields deepen divide in regional bank stocks
Japan bond yields are splitting regional bank stocks as stronger lenders absorb securities losses and weaker balance sheets lose the market’s confidence.
Japan core inflation slows to 1.4% as BOJ hike debate returns
Japan core inflation slowed to 1.4 per cent in April, below forecasts and the weakest since March 2022, muddying the Bank of Japan's next rate move.
G-7 inflation and bond yields: why policy bets are shifting
G-7 inflation and bond yields are colliding as higher long-term rates tighten financial conditions, squeeze fiscal room and delay easy policy pivots.
Japan blockchain finance plan backs tokenized deposits
Japan blockchain finance plan backs tokenized deposits, yen stablecoins and a five-year roadmap, pushing digital rails into mainstream market plumbing.
BOJ seen lifting rates to 1.0% in June as energy costs bite
A Reuters poll and firmer wholesale inflation data are hardening the case for a June Bank of Japan rate increase and pushing Japanese yields back into the global macro conversation.
