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A high bar for JPY to outperform the rest
BoJ | Big Tech & Capex | Bond yields & inflation
Big Tech earnings have delivered on the AI hype. ‘Pain trade’ on US Treasuries is for higher yields
JAPAN: Challenging agenda awaits as Diet considers digital agency legislation
The Bank of Japan (BOJ) announced the results of a policy review at its meeting on 18-19 March. The review resulted in several changes to the BOJ’s asset purchases and interest-rate targeting Yield Curve Control (YCC) program, but on the whole, the policy review indicates that th… Become a member to read the rest […]
JAPAN: Government and BOJ coordinate to stabilize business as outlook worsens
On Friday, 22 May, the Bank of Japan (BOJ) held an emergency meeting – and BOJ Governor Haruhiko Kuroda issued a joint statement with Finance Minister Taro Aso for the first time in four years – as the BOJ braced for a renewed fight against deflation and the threat that a prolon… Become a […]
JAPAN: Abe prepares to extend state of emergency even as new cases shrink
● On Friday, 1 May, Prime Minister Shinzo Abe indicated that, based on the advice of his expert advisers, he would announce roughly a month-long extension of the nationwide state of emergency on Monday, 4 May. ● The nationwide state of emergency appears to have slowed the outb… Become a member to read the […]
JAPAN: BOJ shifts toward more open-ended support for public and private sectors
At a truncated policy meeting on Monday, 27 April, the Bank of Japan (BOJ) announced that it would remove the JPY 80tn (USD 746bn) target for government bond purchases that has been in place since 2014. For now, this step will be mostly symbolic – the bank has bought considerably… Become a member to […]