Probability of a rate hike in April rises to 75%: Japan's top hawkish central banker suggests inflation target may be announced in spring.

If there is a high degree of certainty this spring that wage growth has reached the expected level for the third consecutive year, the Bank of Japan is highly likely to officially announce that the inflation target has been achieved at that time.

Zhitong FinanceFeb 13 20:33

The yen is making a strong comeback! Easing fiscal concerns and a flood of safe-haven inflows are set to deliver the yen's strongest weekly gain since November 2024.

The Japanese yen is poised to record its largest weekly gain since November 2024, as the market believes that Prime Minister Sanae Takachi's election victory will enable her to expand fiscal stimulus while maintaining confidence in the financial markets.

Zhitong FinanceFeb 13 10:49

Global capital is flowing into Japan. Is the yen set to make a complete comeback?

Japanese yen assets are regaining global attention! The victory of Sanae Takamichi has sparked a 'Buy Japan' wave, with the yen-to-dollar exchange rate on track for its largest weekly gain in a year. The departure of short sellers and the influx of foreign capital are reshaping the landscape of Asian markets.

Golden10 DataFeb 12 18:32

The US dollar fell ahead of the release of nonfarm payroll data amid expectations of an interest rate cut, while the Japanese yen strengthened.

The U.S. economy is showing renewed signs of weakness, prompting investors to increase their bets on interest rate cuts by the Federal Reserve, leading to a broad-based decline of the dollar against all major currencies.

Global Market NewsFeb 11 16:37

Beware of the sudden emergence of a 'black swan' in the yen! A well-known institution warns: this is a 'ticking time bomb.'

According to analysts at BCA Research, a well-known investment institution on Wall Street, the Japanese yen carry trade is a "ticking time bomb," and this strategy, which is highly favored by hedge funds, may face the risk of large-scale unwinding. Broadly speaking, the Japanese yen carry trade involves borrowing low-interest-rate yen funds to purchase higher-yielding overseas assets.

FX168Feb 11 09:17

Renewed expectations of interest rate hikes by the Bank of Japan loom over global stock markets like the 'Sword of Damocles': yen carry trades.

BCA Research has warned that the yen carry trade is a 'ticking time bomb.' This trading pattern benefits from higher 'returns' brought by foreign investments, but it will collapse if riskier assets crash or the yen appreciates.

Zhitong FinanceFeb 11 08:47