SHOCKING: Boj - What They Never Told You

Global Market: BOJ seen nearing 2% inflation target as markets eye December rate hike

The Bank of Japan may signal later this month that underlying inflation has reached its 2% target, strengthening expectations for a December rate hike. While policymakers remain cautious after recent increases, steady wages, rising prices and yen weakness could support further tightening as the BOJ gradually normalises monetary policy.

The Economic Times · 10h ago

Global Market: BOJ's Uchida warns AI boom could trigger market correction

Shinichi Uchida, the Deputy Governor of the Bank of Japan, underscored the significant influence of artificial intelligence on the financial landscape. He noted that escalating asset prices could trigger market corrections if anticipated AI returns fail to materialize. Uchida also suggested that robust demand for AI might alter Japan's natural…

The Economic Times · Oct 5

BOJ says AI boom may have eased financial conditions, warns of market risks

Bank of Japan Deputy Governor Shinichi Uchida said the global AI boom may have eased financial conditions by stoking demand and boosting asset prices, but warned of the risk of a market pullback if expected profits fail to materialize.

The Economic Times · Oct 5

Dollar Rallies on Higher T-note Yields and US Economic Strength

The dollar index (DXY00 ) rallied to a near 1.5-year high today, up +0.34%. Soaring T-note yields are strengthening the dollar’s interest rate differentials after the 10-year T-note yield rose to a 24-year high of 5.34% today. Also, signs of strength in the US labor market are hawkish for Fed...

Barchart · Oct 1

Nasdaq Futures Climb as Micron’s Upbeat Forecast Boosts Chipmakers

December Nasdaq 100 E-Mini futures (NQZ26) are up +0.51% this morning as strong quarterly results and guidance from Micron Technology boosted chipmakers and other AI-related stocks.

Barchart · Oct 1

Global Market: BOJ policymakers see scope for faster rate hikes as inflation pressure builds

Bank of Japan policymakers saw scope for faster interest rate hikes as persistent inflationary pressures raise concerns about price growth exceeding the central bank’s 2% target. A summary of its September meeting showed support for further tightening, although some policymakers argued against rushing and stressed the need to monitor economic…

The Economic Times · Oct 1

Global Market: Japanese bond yields rise as investors weigh inflation, rate-hike risks

Japanese government bond yields rose across most maturities on Thursday, following US Treasuries higher as investors weighed inflation risks and Bank of Japan rate-hike timing. While long-term JGB yields climbed on rate tightening expectations, two-year yields ticked lower following recent debt auction demand.

The Economic Times · Oct 1

Global Market: Japan 10-Year bond yield heads for record fifth quarterly gain

Japan’s 10-year government bond yield is poised for a fifth consecutive quarter of double-digit gains, reflecting global bond-market pressure and concerns over Japan’s fiscal outlook. Mid-term yields are influenced by expectations of a possible October Bank of Japan rate hike, though market-implied odds have declined amid changing U.S. rate expectations…

The Economic Times · Sep 30

Global Market: Japan 2-year bond yield nears 2% as BOJ rate hike bets rise

Japan’s two-year government bond yield neared 2%, its highest level since 1995, as persistent inflation, yen weakness and expectations of further Bank of Japan rate hikes pushed short-term borrowing costs higher.

The Economic Times · Sep 29

Soaring T-note Yields Support the Dollar

The dollar index (DXY00 ) rose by +0.24% on Monday. The dollar moved higher on Monday as T-note yields soared, with the 10-year T-note yield jumping to a 19-year high of 5.27%, strengthening the dollar’s interest rate differentials. Also, Monday’s stock market weakness boosted demand for dollar liquidity. In addition,...

Barchart · Sep 28