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Japanese central bank described as slow to raise rates amid high inflation; Brooks argues its bond buying must be scaled back to strengthen the yen.
No evidence-backed relationships are recorded.
July exports rose 23.2% year on year and chipmaking equipment shipments jumped 49.1%. Total export volume grew 5.2%. The difference is price and currency.
Reality
The average that capped the 2022 bear market is overhead again near $63.2k, and this week's Fed minutes and Japan data decide whether the level holds any authority.
Reality
The Bank of Japan held at 1% after raising from 0.75% in June. With 2.5% inflation projected against 0.6% growth, its own forecast says the tightening is not finished.
Reality
Japan, the UK and the US are all paying more to borrow. Korea's revenue upgrade rests on a semiconductor cycle, while mandatory spending is set to grow 5.9% a year regardless.
Reality
The FOMC held at 3.50%-3.75%, but a quarter of the voting committee wanted 25 basis points immediately. Portfolios still built around the December 2025 cut are on the wrong side of that argument.
Reality
The benchmark JGB yield is near 2.93%, a level last seen in September 1996, and up more than 70 basis points this year. Global funding assumptions built on cheap yen need rewriting.
Reality
Annualized GDP growth fell from a revised 1.8% in Q1 2026 to roughly 0.3% in Q2 while capital spending sat at zero. Households were not the weak link.
Reality
The first joint US-Japan yen intervention in three decades moved the rate about seven yen and handed much of it back, leaving the carry trade as the live risk.
Reality