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Japan's yen defense runs into the gravity of global rates
business19 days ago

Japan's yen defense runs into the gravity of global rates

Japan reportedly intervened in the yen during Golden Week after it slipped past 160 per dollar, with a second suspected move in early May; the yen jumped briefly but subsequently weakened again. Analysts say such interventions offer only temporary relief against a sustained pull from a wide interest-rate gap with the U.S. and rising import costs, and IMF notes that Japan can only use a few more interventions before affecting its free-floating status; the BOJ faces a policy dilemma between raising rates to defend the yen and supporting growth.

via CNBC|
#boj#business#currency-intervention
Energy jitters push Japan's core inflation higher as BOJ decision looms
economy1 month ago

Energy jitters push Japan's core inflation higher as BOJ decision looms

Japan's core inflation rose to 1.8% in March, with core-core at 2.4% and headline at 1.5%, still below the BOJ's 2% target as energy-price worries from the Iran conflict mount. The government has rolled out fuel subsidies and is considering capping gasoline at about 170 yen per liter, and energy costs fell 5.7% in March. Analysts warn higher energy prices could lift inflation toward 3% by 2026 if subsidies aren't expanded, while the BOJ is expected to hold rates at 0.75% at the April meeting. The economy posted modest growth in late 2025, prompting revisions to growth and inflation outlooks.

via CNBC|
#boj#economy#energy-prices
Weak Yen Spurs BoJ March Rate Move, Says Former Policymaker
economy3 months ago

Weak Yen Spurs BoJ March Rate Move, Says Former Policymaker

Former BOJ board member Makoto Sakurai says the central bank could raise rates as soon as March if the yen slides, with a potential 25 basis-point hike and possibly another in 2026–27 to push the policy rate toward 1.75%. He warns faster tightening could strain banks, though inflation remains above target and wage growth could justify action. Economists expect about 1% by end-June, and the next policy meetings are March 18–19 and April 27–28.

via Reuters|
#boj#economy#inflation
Japan’s inflation cools to 1.5% as BOJ targets remain in play
world3 months ago

Japan’s inflation cools to 1.5% as BOJ targets remain in play

Japan’s January headline inflation fell to 1.5%, the lowest since March 2022 and ending 45 months of inflation above the BOJ’s 2% target. Core inflation was 2.0% and core-core 2.6%, with falls in fresh food, meat and energy prices driving the slowdown. GDP grew 0.1% in Q4, narrowly avoiding recession. The BOJ upgraded its 2026 outlook to 1.9% core and 2.2% core-core inflation and expects inflation to dip below 2% in early 2026 as food prices stabilise and tax relief/support measures persist. Despite slow price pressure, rate hikes are anticipated, with a June move to about 1% likely after wage data.

via CNBC|
#boj#core-core#cpi
Japan posts 0.1% Q4 growth, narrowly dodges recession but misses forecasts
economy3 months ago

Japan posts 0.1% Q4 growth, narrowly dodges recession but misses forecasts

Japan's economy grew 0.1% in Q4 2025, narrowly avoiding a technical recession (annualized +0.2%) but missing economists' 0.4% forecast; private consumption led the gain while exports and public spending lagged, and the BOJ lifted its 2026 growth outlook. The release comes as Tokyo and Washington push a $550 billion investment pledge under their trade deal, with currency moves and domestic politics shaping sentiment.

via CNBC|
#boj#economy#gdp
Fed Nudge Signals Narrow Path to Yen Rescue, but Joint Action Still Murky
business3 months ago

Fed Nudge Signals Narrow Path to Yen Rescue, but Joint Action Still Murky

The New York Fed’s rate check aimed at stabilizing the yen signals closer U.S.-Japan coordination but a direct, joint intervention remains unlikely for now due to U.S. domestic considerations and the potential costs of Japan selling Treasuries; even as intervention thresholds ease, the BOJ’s cautious stance and political hurdles keep a lasting yen-rescue option uncertain, leaving markets watching for further signals.

via Reuters|
#boj#business#currency-intervention
Japan's Takaichi vows action on speculative markets after yen spike amid tax-cut debate
business4 months ago

Japan's Takaichi vows action on speculative markets after yen spike amid tax-cut debate

Japan's PM Sanae Takaichi pledges to curb speculative market moves after a yen spike tied to her expansionary fiscal plan, while proposing a two-year suspension of the 8% food sales tax; opposition talks of tapping the BOJ's ETF holdings or currency reserves to fund tax cuts, raising concerns over central-bank independence and market impact ahead of a snap election.

via CNBC|
#boj#business#japan
Japan vows steps against speculative moves as yen spikes amid election push
economy4 months ago

Japan vows steps against speculative moves as yen spikes amid election push

PM Sanae Takaichi pledged to take necessary steps against speculative or abnormal market moves after a yen spike and bond rout tied to expansionary fiscal policy and the BOJ’s slow rate hikes, while promising a two-year suspension of the 8% food sales tax; opposition parties floated funding a tax cut by tapping the BOJ’s ETF holdings or currency intervention reserves, prompting concerns about market impact and central-bank independence as the BOJ signals readiness for emergency bond-buying if yields rise.

via Reuters|
#boj#economy#fiscal-policy
world4 months ago

Tech Strength Lifts Asia Markets as BOJ Holds Rates

Asia’s stock markets rose on Friday led by tech names, with Japan’s Nikkei 225 edging higher after the BOJ kept rates at 0.75% and raised its inflation and growth forecasts for fiscal 2025–26, ahead of Governor Ueda’s remarks. Broadly, regional gains came as Wall Street recovered on AI optimism, though sentiment was tempered by Trump’s Greenland comments and other risk headlines; S&P 500 futures were modestly higher, while gold climbed to a fresh record. South Korea outperformed while India lagged in a week that was otherwise muted for many Asian markets.

via Investing.com|
#asia-stocks#boj#inflation-forecast
Yen jiggles on BOJ hawk tilt as intervention jitters grow
markets4 months ago

Yen jiggles on BOJ hawk tilt as intervention jitters grow

The yen traded choppily as investors fretted about possible direct BOJ intervention after the central bank signaled a hawkish tilt and potential further rate hikes; 2-year Japanese government bond yields rose to about 1.25%, the highest since 1996, while global stocks were modestly higher and the dollar sagged toward its weakest levels of the year as Fed rate-cut expectations remained subdued.

via Reuters|
#boj#currencies#forex