Gov. Kazuo Ueda, who marked two years on the job this week, must now lead the Bank of Japan as the economy is buffeted by the worst trade war in decades, possibly ever. https://www.japantimes.co.jp/business/2025/04/11/economy/ueda-two-years/?utm_medium=Social&utm_source=mastodon #business #economy #kazuoueda #boj #donaldtrump #us #usjapanrelations #tariffs #japaneseeconomy #trade
Japan's producer prices climbed 3.3% in fiscal 2024 from the previous year, rising for the fourth successive year, as rice prices shot up and firms raised prices to reflect higher materials and labor costs. https://www.japantimes.co.jp/business/2025/04/10/japan-producer-prices-up-fiscal-2024/?utm_medium=Social&utm_source=mastodon #business #economicindicators #japaneseeconomy #boj #inflation
Prime Minister Shigeru Ishiba nominated a former Mitsubishi executive to join the Bank of Japan’s board at the end of June, offering a new voice at the central bank as it navigates intensified uncertainty. https://www.japantimes.co.jp/business/2025/04/10/economy/boj-new-board-member-nomination/?utm_medium=Social&utm_source=mastodon #business #economy #boj #mitsubishi #kazuyukimasu #kazuoueda
#Japan - #inflation is also expected to rise solidly in April, as many companies plan to raise prices to reflect the recent rise in input costs.
However, the strong #Japanese #yen may ease some of #BoJ's concerns about rising upside risks to #inflation – chart @ING_Economics
https://www.alojapan.com/1242711/japanese-yen-remains-on-the-front-foot-against-usd-amid-boj-rate-hike-bets/ Japanese Yen remains on the front foot against USD amid BoJ rate hike bets #boj #inflation #Japan #JapanNews #Japanese #JapaneseNews #news #RiskAppetite #SEO #usdjpy The Japanese Yen attracts fresh buyers as stronger PPI reaffirms BoJ rate hike bets.Hopes for a US-Japan trade deal turn out to be another factor benefiting the JPY.A solid recovery in the global risk sentiment could cap gains for the safe-haven JPY. The Japanese Yen (JPY) sticks…
@GhostOnTheHalfShell the explanation i've settled on for myself about the various japanese carry trades is pretty simple:
1. ever since the 1989 crash Bank of Japan has loaned out money at insanely low rates (0% or even negative sometimes IIRC)
2. people like to borrow money from bank of japan and invest it in other stuff (like US treasuries) and pick up a small rate of return (e.g. if a japanese bank is charging 0.5% and treasuries pay 2% you can make 1.5% "for free")
3. because the rate of return is low people juice their returns by levering the fuck up and borrowing $50 for every $1 they're actually putting in
4. this amount of leverage means that even small movements in the value of the asset (e.g. US treasuries) blows people up (e.g. at 50x leverage a 2% move is death)
the specifics of each carry trade are hard to follow but BOJ has been regarded as a ticking time bomb for a long time now
Bank of Japan Gov. Kazuo Ueda has signaled he’s taking a wait-and-see approach to policymaking as he awaits more clarity on U.S. tariffs. https://www.japantimes.co.jp/business/2025/04/09/economy/boj-ueda-tariffs-reactions/?utm_medium=Social&utm_source=mastodon #business #economy #boj #tariffs #us #japaneseeconomy
https://www.alojapan.com/1240786/japanese-yen-trims-part-of-modest-intraday-gains-amid-positive-risk-tone/ Japanese Yen trims part of modest intraday gains amid positive risk tone #boj #Japan #JapanNews #Japanese #JapaneseNews #news #recession #SEO #TradeWar #usdjpy The Japanese Yen attracts some dip-buyers and reverses a part of the overnight losses.BoJ rate cut bets and growing recession fears drive safe-haven flows towards the JPY.Dovish Fed expectations weigh on the USD and also exert pressure on USD USD/JPY. The Japanese Yen (JPY) trims a par…
Japan’s nominal wages rose more than expected in a positive sign for the domestic economy just as external headwinds related to trade begin to cloud the outlook. https://www.japantimes.co.jp/business/2025/04/07/economy/japan-nominal-wages-rise/?utm_medium=Social&utm_source=mastodon #business #economy #japaneseeconomy #wages #economicindicators #boj #inflation #shigeruishiba
https://www.alojapan.com/1237549/japanese-yen-consolidates-near-multi-month-top-against-usd-as-traders-await-us-nfp-report/ Japanese Yen consolidates near multi-month top against USD as traders await US NFP report #boj #Japan #JapanNews #JapanTopics #news #NFP #SEO #TradeWar #usdjpy The Japanese Yen bulls retain control amid worries about the economic fallout from Trump’s tariffs. The risk-off mood and relatively hawkish BoJ expectations further lend support to the safe-haven JPY. The USD selling bias keeps USD/JPY close to a multi-month low ahead of the crucial U…
Bank of Japan Deputy Governor signals potential rate hike if economy improves and inflation rises, while monitoring U.S. tariff impacts on growth and prices
#YonhapInfomax #BOJ #MonetaryPolicy #InterestRates #Inflation #USTariffs #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=57197
Households in Japan have cut back on spending amid elevated inflation ahead of sweeping U.S. tariffs hitting the country. https://www.japantimes.co.jp/business/2025/04/04/economy/japan-household-spending-drop-february/?utm_medium=Social&utm_source=mastodon #business #economy #economicindicators #japaneseeconomy #boj #tariffs #inflation
https://www.alojapan.com/1236962/japans-household-spending-drops-for-first-time-in-three-months/ Japan’s household spending drops for first time in three months #boj #EconomicIndicators #inflation #Japan #JapanNews #JapanTopics #JapaneseEconomy #news #tariffs Japan’s households cut back on spending as inflation remained elevated, in a sign of vulnerability in a key pocket of the economy before sweeping U.S. tariffs hit the country. Household outlays, adjusted for inflation, declined 0.5% in February from a year earlier, the internal affa…
A former Bank of Japan board member who just finished his term said that unless U.S. tariffs trigger global market turmoil, the central bank could raise its benchmark rate at its next policy meeting in May. https://www.japantimes.co.jp/business/2025/04/03/economy/ex-board-member-may-rate-hike/?utm_medium=Social&utm_source=mastodon #business #economy #seijiadachi #boj #japaneseeconomy
https://www.alojapan.com/1235989/japanese-yen-spikes-to-multi-week-high-against-usd-after-trumps-tariffs-announcement/ Japanese Yen spikes to multi-week high against USD after Trump’s tariffs announcement #boj #Japan #JapanNews #Japanese #JapaneseNews #news #RiskAversion #SEO #TradeWar #usdjpy The Japanese Yen rallies across the board amid Trump’s tariff-inspired global flight to safety. The narrowing of the US-Japan rate differential drives flows toward the lower-yielding JPY. The divergent BoJ-Fed expectations support prospects for a further USD/JPY depreci…
A Bank of Japan rate hike in May would likely be too early given the need to assess the potential impact of U.S. tariffs and ongoing wage talks, according to the policy chief of the Democratic Party for the People. https://www.japantimes.co.jp/business/2025/04/02/economy/boj-may-dpp/?utm_medium=Social&utm_source=mastodon #business #economy #kazuyashimba #dpp #boj #japaneseeconomy
U.S. tariffs could have a big impact on global trade, Bank of Japan Gov. Kazuo Ueda says ahead of an announcement of new levies by U.S. President Donald Trump. https://www.japantimes.co.jp/business/2025/04/02/economy/boj-ueda-tariffs-impact/?utm_medium=Social&utm_source=mastodon #business #economy #kazuoueda #boj #donaldtrump #us #usjapanrelations #tariffs #tankan #japaneseeconomy
Large Japanese businesses remained optimistic in the first quarter, even as the United States threatened heavy tariffs on products made by these companies. https://www.japantimes.co.jp/business/2025/04/01/economy/boj-tankan-april-2025/?utm_medium=Social&utm_source=mastodon #business #economy #boj #tankan #surveys #japaneseeconomy #inflation #carmakers #manufacturing #tariffs #tradewar #donaldtrump #us
The Bank of Japan’s pivot to interest-rate hikes in the past year has triggered the biggest losses for Japan’s sovereign debt among global markets. https://www.japantimes.co.jp/business/2025/04/01/markets/japan-soverign-bond-losses/?utm_medium=Social&utm_source=mastodon #business #markets #bonds #jgbs #japaneseeconomy #boj #negativeinterestrates
