Tag
Bank of Japan
25 articles
Treasury Yields Hit Multi-Year Highs as BOJ Shows Faster Tightening
Softer August inflation failed to arrest the bond selloff as the Bank of Japan's hawkish pivot and persistent global price pressures keep duration under pressure
BOJ's 25bp Hike Fails to Arrest Yen as Silver Week Approaches
Bank of Japan raised rates to 1.25%, a 31-year high, but the yen weakened toward ¥158/$1 without the hawkish forward guidance needed to support the currency ahead of holiday liquidity drain.
BOJ Hikes to 31-Year High as Ueda Shows Cautious Path; Yen Falls
The Bank of Japan raised rates for the first time in 31 years, but dovish guidance and internal dissent sent the yen lower as traders priced a slower tightening cycle.
BoJ Rate Hike to 31-Year High Fails to Support Yen; Dissents and Soft CPI Show Policy Pause
The Bank of Japan raised its policy rate to 1.25 percent, but two dissenting votes and inflation data below forecasts drove the yen weaker, signaling market skepticism about sustained tightening.
Dollar Retreats From Seven-Week Peak as Fed Shows More Hikes, BoJ Set for 31-Year High
The dollar index fell to 100.20 after the Federal Reserve reaffirmed its hiking cycle, while markets price in more rate increases than policymakers project
BOJ Shows Persistent Inflation From Supply Shocks Justifies Rate Vigilance
Bank of Japan official Koji Nakamura warns that supply-driven inflation cannot be treated as transitory, signaling the central bank's readiness to keep raising rates.
Japan's Producer Prices Hit 7.2% as Cost Pressures Force Rate Hike Path
Bank of Japan cites sustained input cost inflation driven by oil, AI demand and weak yen; 556 firms filed inflation-related bankruptcies in first half of 2026
Japan's Real Wages Rise 2.4 Percent in July, Backing BOJ Rate Hike
Real wages in Japan climbed 2.4 percent in July, the largest gain since May 2021, strengthening the case for a Bank of Japan rate increase in September.
Waller Shows CPI as Pivot Point — Futures Price 50-50 Odds on September Hike
Federal Reserve Governor Christopher Waller downplayed August payrolls data, positioning next week's consumer price report as the deciding factor for the central bank's September rate decision.
Yen Intervention Lifts Currency 1% as Structural Headwinds Persist
Japan and the U.S. confirmed coordinated yen-buying intervention, pushing the currency to 155.20, but analysts argue low rates and energy costs will reassert downward pressure without policy shifts.
Bessent Ties Dollar Support to BOJ Rate Hikes — Pressuring September Action
Treasury Secretary Scott Bessent has made U.S. currency intervention conditional on Bank of Japan tightening, converting Japan's domestic policy into a bilateral obligation with real market consequences.
Japan's Yen Intervention Unwinds Crowded Shorts — But Rate Differential Remains Intact
U.S.-Japan coordinated action compressed bearish positions, but structural carry-trade drivers persist until Bank of Japan accelerates rate hikes.
Japan's FY2027 Debt Service Hits ¥36.6 Trillion as Rate Pivot Tightens Fiscal Constraints
Interest costs jump 17 percent in a single year as the Finance Ministry sets its provisional bond rate at 3.8 percent, narrowing room for discretionary spending.
Japan 10-Year Yield Hits 2.945%, Highest Since September 1996
BOJ rate-hike speculation and global inflation pressure drove the benchmark JGB yield to its highest in nearly three decades, with futures falling 0.19 yen to 125.97.
BOJ Holds at 1% but Warns Inflation Will Exceed 2% Target — Yen Rallies to 157.96
An 8-1 vote to hold masks a hawkish inflation warning, joint currency intervention and a two-year yield at its highest level since May 1995.
Yen at 159 Per Dollar as 180-Basis-Point Rate Gap Sustains Carry Trade
Two rounds of intervention have failed to hold the line; the Treasury-JGB spread is the structural force Tokyo cannot unilaterally close.
PPI at 4.7% Cuts September Hike Odds Below 40% — Nikkei Rises 1.5%
U.S. wholesale inflation fell to 4.7% annually in July from 5.5% in June, pushing September Fed hike odds below 40% and lifting Japanese and Korean equities.
Yen at 159.40 Per Dollar — Intervention Risk Mounts as 160 Holds
The yen sits within striking distance of 160 per dollar, a level traders treat as a likely trigger for Japanese currency intervention.
Japan's Producer Prices Rose 7.1 Percent in June, Lifting October BOJ Hike Bets
Japan's corporate goods price index climbed 7.1 percent in June, beating forecasts and reinforcing market expectations for a Bank of Japan rate increase by October.
Yen Jumps 3.7% to 157 Per Dollar After U.S.-Japan Coordinated Intervention
Tokyo and Washington jointly pushed the yen from 163 to 157 against the dollar, but analysts warn the move treats symptoms rather than the rate-differential cause.
BOJ Holds at 0.1 Percent, Raises Growth Forecast — Next Hike Awaits Wage and Inflation Data
Japan's central bank held its policy rate and upgraded its growth outlook as investors, including Amundi Japan's Hiromi Ishihara, await concrete inflation and wage signals.
Tokyo Core CPI Grows to 2.3% in July, Keeping BOJ Fall Hike on the Table
Tokyo's core inflation quickened for the second straight month, reinforcing expectations for a Bank of Japan rate increase this fall despite a widely expected pause Friday
Japan Core CPI at 2.8% Shows BoJ Rate Hike Path Ahead of July 30 Meeting
Eighteen straight months above the 2 percent target have the Bank of Japan set to revise its inflation outlook higher and flag further tightening.
Yen's Trade-Weighted Index Falls Broadly as BOJ Policy Divergence Widens
The yen's broad decline against major trading partners reflects sustained pressure from global interest rate differentials and the Bank of Japan's ultra-loose policy stance.
Yen Volatility Persists as Katayama Declines FX Intervention Comment
Japan's Chief Cabinet Secretary's non-committal stance on currency intervention reinforces market uncertainty, prompting a cautious tone across global fixed income and equity markets.