Topic
Bank of Japan
Everything Briefed has filed against Bank of Japan, most recent first.
19 stories
Coverage19 shown
Japan's producer prices stay hot as BOJ weighs its next moveWholesale inflation in Japan is holding stubbornly high, complicating the Bank of Japan's case for a slow, gradual path on rates. Producer prices feed through to consumer inflation with a lag, so p…The Aussie dollar is closing in on a 35-year high against the yenAUD/JPY has recovered to around 111.52 after Tokyo's currency intervention briefly knocked it down more than 4% toward 109, and strategist Sean Callow at InTouch Capital Markets sees resistance at …Japan wants growth to do what intervention couldn'tBetting on GDP growth to fix the yen is a longer, riskier play than currency intervention, and Tokyo knows it. The argument coming out of Japan's leadership is that sustained economic growth, not c…Investors are losing patience with the Bank of JapanJapan's inflation has run hot enough for long enough that the BoJ's gradualist approach is starting to look like indecision rather than caution. Investors are now openly questioning whether Governo…Yen crashes through 163, and the Bank of Japan is running out of excusesA four-decade low against the dollar means the yen has now erased more value than at any point since 1986, and Tokyo's verbal intervention playbook is visibly failing to hold the line. The move pas…Carlyle's Thomas calls June BoJ hike as intervention zone beckonsJason Thomas at Carlyle expects the Bank of Japan to raise rates at its June meeting, joining a growing consensus that the yen's structural weakness is ending. The BoJ held at 0.75% in April but th…RBC BlueBay adds yen longs as USD/JPY approaches intervention zoneRBC BlueBay increased its yen positions as USD/JPY drifted back toward 160, viewing this level as "increasingly attractive" given rising intervention risk and June BoJ hike expectations. The asset …Morgan Stanley Japan CEO wants yen at 140Alberto Tamura told Bloomberg he's 'hoping that the yen strengthens to around 140' per dollar, but only if the Bank of Japan acts. Morgan Stanley's FX research shows USD/JPY trading above fair valu…NTT Finance delays yen bond as JGB yields spikeNTT Finance has postponed a planned yen bond issue until June or later, becoming the latest casualty of Japan's savage government bond selloff. The delay comes as JGB yields have climbed sharply, m…Yen slides toward 158 as intervention watch intensifiesThe yen has weakened 1% over the past week to near 158 per dollar, putting traders back on intervention alert after Japanese authorities spent tens of billions defending the currency above 160 last…Japan's bond vigilantes break 27-year yield ceilingThe last time Japanese 20-year bonds yielded 3.44%, Tony Blair was starting his first term. Yesterday's breach of the 1997 high signals the end of Japan's ultra-low rate era, driven by oil prices s…Japan spends $35bn defending yen, market fights backJapanese authorities burned through over $35 billion in forex intervention starting April 30, triggering a 500-pip yen rally that reversed within days. The USD/JPY pair has since formed a triple bo…Yen rallies 545 pips on intervention threats that may not existUSD/JPY crashed from 159.25 to around 154 after Japanese officials issued their strongest warnings yet, with FX chief Mimura calling it a "final warning." The problem: no one can confirm actual int…Fed, Bank of Canada hold rates as war clouds policyCentral banks paused after late-2025 easing cycles, with the Fed holding at 3.5-3.75 percent despite two FOMC members dissenting for cuts. The Bank of Canada kept rates at 2.25 percent, flagging 'b…Indonesia sells ¥172bn samurai bond as yen appetite returnsIndonesia's ¥172.1 billion samurai bond sale met strong Japanese demand, signaling renewed appetite for emerging market debt in yen. The pricing came tighter than expected, suggesting Japanese inve…Goldman spots US buyer return to Japanese stocksAmerican investors are rotating back into Japanese equities as Middle East war premium fades, according to Goldman Sachs flow data. US buyers added $2.3 billion to Japan-focused funds in the past f…Japan's bond yields hit 1997 highs as Iran war triggers 'doom loop'Japan's 10-year government bond yield just spiked to 2.49% — the highest since 1997 — while the 40-year hit 4% for the first time ever as Trump's naval blockade of the Strait of Hormuz sends oil to…Bank of Japan sticks to wait-and-see amid trade war uncertaintyThe Bank of Japan's default mode when facing uncertainty is simple: hold. A former BOJ executive director confirms what markets suspected — the central bank's "wait-and-see" approach makes December…Bitcoin's 6% plunge ends markets' five-day partyA crypto flash crash dragged down everything else yesterday, snapping Wall Street's longest winning streak since October. Bitcoin tumbled below $85,000 on fears the Bank of Japan might finally hike…