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EXPLAINED: Boj | Vintage Vibes

Dollar Gains as Crude Oil Prices and T-Note Yields Surge

The dollar index (DXY00 ) rose by +0.26% on Thursday. The dollar moved higher on Thursday amid the +6% surge in WTI crude oil to a 3.5-month high, which boosted inflation expectations and could persuade the Fed to raise interest rates. Also, Thursday’s jump in T-note yields strengthened the dollar’s...

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Dollar Supported by Rising Crude Prices and T-Note Yields

The dollar index (DXY00 ) is up by +0.20% today. The dollar is moving higher today amid the +3% surge in WTI crude oil to a 3.5-month high, which is boosting inflation expectations and could persuade the Fed to raise interest rates. Also, today’s jump in T-note yields has strengthened...

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Global Market: Samsung, SK Hynix payouts put South Korea’s corporate reform to the test

Samsung Electronics and SK Hynix’s massive shareholder-return plans are putting South Korea’s efforts to narrow the “Korea discount” While investors welcome payouts worth over 130 trillion won, concerns remain over corporate governance, capital allocation and minority shareholder rights, with the KOSPI still trading at a steep valuation discount to regional…

The Economic Times

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Global Market: Japan Nikkei falls as oil tops $100, BOJ rate hike bets rise

Markets are also bracing for a series of key events, including US consumer price data due on Friday, the Federal Reserve's policy decision next Wednesday and the BOJ's monetary policy decision.

The Economic Times

Global Market | BOJ may speed up rate hikes amid inflation, weak yen risks: Masu

BOJ board member Kazuyuki Masu has signalled that the central bank may need to raise rates quickly if inflation accelerates, strengthening expectations of a rate hike at its September 16–17 meeting. He said underlying inflation is nearing the 2% target and real rates should move out of negative territory

The Economic Times

Global Market: Japanese bond yields rise as oil surge, hawkish BOJ remarks lift rate hike bets

Japanese government bond yields rose as oil prices climbed amid Middle East tensions, while hawkish comments from a Bank of Japan official strengthened expectations of further rate hikes, adding pressure on bonds across maturities.

The Economic Times

Bessent dares traders to bet against Yen: ‘I am the house now’

In a provocative statement, Treasury Secretary Scott Bessent has urged traders to reassess their approach to the Japanese yen, indicating that he has keen foresight regarding future directives from Japanese policymakers. His recent actions marked the first yen acquisitions by U.S. authorities in three decades, along with unexpected plans to…

The Economic Times

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Dollar Recovers on Smaller Treasury Buyback and Higher T-Note Yields

The dollar index (DXY00 ) recovered from a 2.5-week low on Wednesday and finished up by +0.06%. The dollar found support on Wednesday after WTI crude oil surged +3 % to a 3.25-month high, boosting inflation expectations and potentially persuading the Fed to tighten monetary policy. Also, short covering emerged...

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Dollar Slips Before the Treasury’s Buyback Operation

The dollar index (DXY00 ) dropped to a 2.5-week low today and is down by -0.15%. The dollar is under pressure today ahead of an announcement from the US Treasury on the size of Thursday’s buyback of long-term US Treasuries, a bearish factor for the dollar. Also, strength in the...

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Global Market: Yen carry trade under pressure as currency surge raises unwind fears

Japan's yen has reached a seven-month high, impacting global financial markets. Investors are reassessing the yen carry trade strategy due to potential Bank of Japan rate increases. This strategy involves borrowing yen at low rates for higher-yield investments elsewhere. Annualized returns on dollar-yen trades have decreased significantly from previous years.…

The Economic Times

Global Market: Japan bond yields ease as yen strength tempers BOJ tightening bets

Japanese government bond yields at the short end fell as a stronger yen reduced expectations of aggressive Bank of Japan rate hikes. The two-year yield dropped to 1.835%, while the five-year yield declined to 2.22%. Longer-term yields were mixed as investors weighed currency movements, fiscal spending and future BOJ policy.

The Economic Times

The yen's sudden surge upsets the carry trade faithful

The Japanese yen is experiencing a significant rally as anticipation grows for an interest rate hike from the Bank of Japan. This rapid rise is causing turmoil in the once lucrative yen carry trade, prompting investors to reevaluate their currency strategies. With cross-border yen loans hitting all-time highs, traders are…

The Economic Times

Global Market: Eurozone bond yields hold near multi-year highs as markets await ECB decision

Eurozone bond yields remained near multi-year highs as investors assessed rising energy costs, German political uncertainty and Japan’s market volatility ahead of Thursday’s ECB meeting. Germany’s 10-year yield hovered around 3.38%, near a 15-year peak. Higher oil and gas prices could fuel inflation, complicating expectations for the ECB’s future policy…

The Economic Times

Global Market | BOJ Rate Decision: Why a jumbo 50-bps hike looks unlikely in September

The BOJ is expected to raise rates by 25 basis points in September, though markets are weighing the possibility of a larger hike. Persistent inflation, a stronger yen and cautious policymaking could shape the pace of Japan’s monetary tightening.

The Economic Times

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The Economic Times

Global Market: Yen rally threatens to unravel lucrative carry trade ahead of BOJ rate decision

The Japanese yen has surged ahead of an expected Bank of Japan rate hike next week, disrupting the long-standing yen carry trade and prompting investors to unwind bearish yen positions. The yen strengthened to 152.89 per dollar, while markets now price a 97% probability of a 25-basis-point BOJ hike to…

The Economic Times

Global Market: Japan GDP revision signals resilience as markets brace for BOJ policy move

apan’s Q2 GDP grew at an annualised 1.4%, beating the initial 1.1% estimate but missing forecasts. The revision reflected a smaller decline in business investment, while consumption remained unchanged. Stronger real wage growth and resilient corporate spending may reinforce expectations of a Bank of Japan rate hike to 1.25% next…

The Economic Times

Global Market: Japan stocks mixed as strong data boosts rate-hike bets

Japanese shares were largely steady as investors balanced stronger domestic economic data against a firmer yen and expectations of a Bank of Japan rate hike. The Nikkei 225 edged higher, while Topix declined. Energy stocks gained, but transportation shares lagged. Markets remained cautious, with attention focused on yen movements and…

The Economic Times

Global Market: Japanese bond yields rise as BOJ rate hike bets keep markets on edge

Japan’s government bond yields rose on Monday as investors turned cautious ahead of the five-year JGB auction and reassessed expectations for further Bank of Japan rate hikes. Super-long yields rebounded after last week’s sharp decline, while markets continued to price in a 25-basis-point BOJ rate hike next week and another…

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The Economic Times

Global Market Today: Asian stocks open higher, oil rises after attacks

Asian stock markets saw gains thanks to a rise in US technology stocks on Friday. Oil prices also increased following tanker attacks between Iran and the US in the Strait of Hormuz. Investors are now keenly awaiting US inflation data that will influence Federal Reserve interest rate policies. Meanwhile, the…

The Economic Times

Global Market: JGB yields extend fall as stronger yen, hawkish BOJ outlook lift sentiment

Japanese government bond yields extended their decline on Friday as a stronger yen and expectations of a hawkish Bank of Japan stance lifted sentiment. The benchmark 10-year JGB yield fell 5.5 basis points to 2.91%. Shifting US rate expectations also weighed on Treasury yields and supported the yen.

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Dollar Erases Early Gains as Crude Oil and T-note Yields Move Lower

The dollar index (DXY00 ) fell from a 2.5-week high today and is down by -0.11%. The dollar gave up an overnight advance and turned lower today when WTI crude oil dropped from a 6-week high and moved lower, which eased inflation expectations, a dovish factor for Fed policy. The...

The Economic Times

Global Market: Japanese bond yields rise as BOJ hawkish signals fuel rate-hike bets

Japanese government bonds extended their selloff on Wednesday as hawkish signals from the Bank of Japan strengthened expectations of a near-term rate hike. The five-year JGB yield hit a record 2.295%, while the 10-year yield rose to 3.01%, as investors also weighed rising global yields, higher government borrowing and fiscal…

The Economic Times

Global Market: BOJ’s Ueda signals fresh rate hike discussion at September meeting

The Bank of Japan is set to debate a September rate hike as Governor Kazuo Ueda signals that policymakers will closely assess rising inflation risks, the weak yen and global economic conditions. Markets are increasingly pricing in a rate increase, with Japanese bond yields climbing to multi-decade highs.

The Economic Times

Dollar holds firm as Middle East hostilities lift oil

The dollar rose significantly on Wednesday due to climbing oil prices prompted by renewed conflicts in the Middle East, which rattled global markets. In addition, increasing Treasury yields fueled expectations of a potential rate hike by the Federal Reserve. Although recent economic reports underperformed, the market's outlook shifted positively towards…

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Dollar Firms on Rising T-Note Yields and Crude Prices

The dollar index (DXY00 ) rose by +0.27% on Tuesday. Soaring T-note yields on Tuesday strengthened the dollar’s interest rate differentials and pushed the dollar higher. Also, Tuesday’s +5% surge in WTI crude oil to a 6-week high raised inflation expectations, which could potentially persuade the Fed to raise interest...

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