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Benchmark stock market index tracking 225 large companies listed on the Tokyo Stock Exchange, Japan's leading equity gauge.
Bank of Japan's government bond holdings fell 14.3 trillion yen last quarter, 92% of a 15.5 trillion yen drop that left assets 17.4% below their 2024 peak. With loan repayments stalled, its tightening now comes almost entirely from bonds maturing off the books.
Reality
Kioxia's margin buying balance stands at 848.7 billion yen at cost, according to Nikkei, with the stock at half its June peak. Nikkei's loss estimate puts that book only about 6% under water, so deadline selling pressure falls on those who bought near the top.
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
Roughly $87 billion of yen buying, funded by a repo against Japan's own bond holdings, is being asked to steady a carry trade that estimates put between $500 billion and $4 trillion, and Yves Smith expects it to hold briefly.
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Taiwan is heading for double-digit growth and Korea's July exports rose more than 60 percent, while the economies below sell power, land and back-end packaging that rivals can also supply.
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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