Asia-Pacific shares drift ahead of US payrolls data
Asian markets were directionless as traders awaited US payrolls, with currencies recovering and commodities steady.
04/09/2026 04:019 min read
BOJ
Japan's July household spending sees steepest fall since January 2024
Japan's household spending fell 3.6% in July from a year earlier, the biggest drop since January 2024. A September BOJ hike remains almost fully priced in, at…
04/09/2026 00:223 min read
USD/JPY slides below 158 as yen gains strength, technical outlook shifts
USD/JPY fell nearly 1% dropping back below 158 as yen strengthens on BOJ rate hike expectations and yield pullback.
03/09/2026 05:118 min read
Japan services PMI hits five-month high, supports BOJ rate hike case
Japan's services PMI hit 52.5 in August, supporting BOJ rate hike expectations amid sustained cost pressures.
03/09/2026 00:5620 min read
Widowmaker trade's lesson: Correct call on Japan yields fails without timing
The 'widowmaker' trade illustrates that correct market predictions fail without proper timing, as Japan's yields finally rose after decades.
02/09/2026 10:3211 min read
USD/JPY dips but still bullish; faster BoJ tightening required for trend change
Greenback rallies on Warsh's hawkish tone; USD/JPY dips but bias stays bullish.
02/09/2026 09:4210 min read
Dollar-yen pulls back after early climb to near five-week high
USD/JPY fell to 159.60 after earlier reaching 160.40, its highest since 31 July, raising questions about possible Tokyo rate checks.
02/09/2026 06:226 min read
BOJ's Takata signals need for flexible policy options beyond gradual rate hikes
BOJ's Takata says the central bank should consider a broad range of policy options, not just gradual rate hikes of 0.25%.
02/09/2026 05:516 min read
Oil climbs to near six-week high as US-Iran hostilities persist
Oil hit a near six-week high as US-Iran fighting continued. Central banks in Japan, New Zealand and Australia signaled more tightening.
02/09/2026 03:5316 min read
BOJ hawk Takata urges flexible rate moves as inflation risks mount
BOJ hawk Takata says rate hikes must be nimble, flagging risks from energy prices and overseas rates that could push Japan's terminal rate higher than markets…
02/09/2026 02:0317 min read
BOJ's Ueda hints at further rate hikes, warns of cumulative effects
BOJ's Ueda indicates further rate hikes while cautioning on cumulative impact; Finance Minister Katayama monitors JGB yields.
02/09/2026 00:3116 min read
Japan's Yield Surge Rattles Markets, Bitcoin Braces for Impact
Japanese bond yields hit multi-decade highs, pressuring yen carry trades and raising questions about Bitcoin's vulnerability to a stronger yen.
01/09/2026 21:4113 min read
Bessent's remarks signal US intervention comes at a cost for Japan
Bessent hints Japan must act after US intervention help, pushing BOJ and Takaichi on policy.
01/09/2026 04:529 min read
Katayama, Bessent talks included FX intervention, fiscal policy, MOF official says
A senior MOF official stated that the BOJ sets policy independently, and confirmed that Katayama and Bessent discussed FX intervention and fiscal policy.
01/09/2026 03:0516 min read
Katayama and Bessent agree on need for orderly forex moves
Japan and the US reaffirm cooperation on orderly yen moves at G20, but Tokyo avoids defining what orderly means.
01/09/2026 02:3317 min read