company
The Bank of Japan is Japan's central bank, setting monetary policy and interest rates and overseeing government bond markets.
No evidence-backed relationships are recorded.
BoJ Deputy Governor Shinichi Uchida said bond sales by AI firms are pushing up long-term rates even as AI stock gains have eased financial conditions. The easing side of that balance depends on profits that he warned may not come.
Reality
Sanae Takaichi is due to address Japan's parliament with a 370 trillion yen, 14-year investment plan whose public share her government has not specified. The speech tests the fiscal part of a bond selloff that also runs on war-driven energy costs and rate hikes.
Reality
The FSA, Ministry of Finance and Bank of Japan want a development plan by early 2027 for real-time settlement of stocks and government bonds. Everything reported so far traces to one Nikkei story.
Perspective Coverage
3 publishersReality
Japan's 10-year bond yield hit 3.075%, its highest since 1996, after the Bank of Japan raised its policy rate to 1.25%. BlackRock's scenario for money shifting home from Treasuries puts it at $55 billion, 5% of Japan's $1.1 trillion holding.
Reality
The Bank of Japan's policy rate is now the highest since 1995, two of nine votes went against it, and the currency Washington spent last summer buying weakened anyway. The vote split is the number to watch.
Reality
The Bangko Sentral ng Pilipinas and Japan's Ministry of Finance co-led technical talks in Puerto Princesa on making the CMIM rapid financing facility permanent and on settling more regional trade in local currencies.
Reality
The Fed's unanimous quarter-point hike still pushed the two-year yield higher, and the dollar gained on both the yen and the Canadian dollar. Marc Chandler sees a quieter data week making politics more salient.
Reality
The Bank of Japan's policy rate is at a 31-year high and the yen still weakened into the 158 range after the decision. Word of a government rate check around midnight on the 19th brought it back to 156, with the holiday running to the 23rd.
Reality
The 10-year traded at 5.039% on the 15th, its highest since July 2007, after Saudi Arabia closed an alternative crude shipping route and oil passed $100. Eighty-five percent of the economists Reuters polled now expect a September Fed hike.
Reality
Polls put a 25 basis point move to 1.25% at 88% to 97%, and speculators have already flipped net long the yen. According to cryptobriefing.com, further strength now needs a BOJ surprise or a Fed cut.
Reality
The Fed, the Bank of England and the Bank of Japan all decide inside 72 hours, with Brent crude at $108 a barrel and ten-year Treasury yields nearing 5 percent, a level the report dates to 2007. Gilts are higher still.
Reality
The Fed decides on the 16th and the Bank of Japan on the 18th, and the gap between a 3.625 percent midpoint and a Japanese rate just above 1 percent is what a yen-funded dollar position collects until they do.
Reality
Koichi Sugisaki's team wants clients long dollar-yen from about 154 toward 163 with a stop at 150. That pays 2.25 for every 1 risked on a view that the yen's rally was mechanical positioning that has now flushed out.
Reality
The case that the yen carry trade is unwinding rests on one named asset manager's report, relayed by Bloomberg, and on a single month of price action in a currency that has already given part of it back.
Reality
The three-year treasury yield closed at 4.014% and WTI at $102.48, the KOSPI gave up the 7,000 level, and the money leaving Korea's safest funds landed in brokerage accounts with margin debt already at 32.36 trillion won.
Reality
Toyota planned its year on 160 yen to the dollar while the market pays about 153, and at 50 billion yen of operating profit for every yen that gap is worth 300 billion to 350 billion. Daiwa's arithmetic puts the index-wide cost nearer 1.4%.
Reality
The currency leg of the Treasury Secretary's intervention worked and the yen is at a near seven-month high, while the 10-year note ran to its highest level since 2023 with Brent above $100 and the debt stock at $40 trillion.
Reality
The Ministry of Finance's monthly release shows where the yen defence gets its money, and because the paper being sold was bought when the yen was far stronger, the selling throws off yen gains the cabinet is already spending.
Reality
The rate touched 1,334.7 on the 7th, and the pension fund bid that traders are pricing as a floor is unconfirmed talk attached to a hedge book that runs off on six- and twelve-month maturities.
Reality
Traders are waiting on Thursday's PPI and Friday's CPI, but the order book already brackets spot at 78,800 and 80,500, and with a quarter-point hike 58.4% priced there is less left for the Sept. 16 meeting to move.
Reality
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