Bank of Japan Signals Tightening Amid Inflation and Yen Volatility Titelbild

Bank of Japan Signals Tightening Amid Inflation and Yen Volatility

Bank of Japan Signals Tightening Amid Inflation and Yen Volatility

Jetzt kostenlos hören, ohne Abo

Details anzeigen

Über diesen Titel

The Bank of Japan has officially entered a new era. In this episode, we break down Gov. Kazuo Ueda's historic decision to hike interest rates to 0.75%, the highest level since 1995. Despite this landmark move, the yen weakened toward the 156-157 level as investors reacted to a "dovish hike"


We explore why real interest rates remain deeply negative at approximately -2.15% and why the yen carry trade remains "alive and kicking" despite the policy shift. Finally, we analyze the "policy impasse" created by Prime Minister Sanae Takaichi's fiscal expansion as Japanese bond yields climb toward an 18-year high of 2%.

Noch keine Rezensionen vorhanden