Japan’s long experiment with massive government debt and suppressed interest rates is unraveling as inflation returns, bond yields rise and the yen weakens. https://www.japantimes.co.jp/commentary/2026/02/04/japan/japan-bond-markets-warning-for-america/?utm_medium=Social&utm_source=mastodon #commentary #japan #bonds #markets #fed #boj #inflation #monetarypolicy #japaneseeconomy #useconomy
A summary of opinions from the Bank of Japan’s January policy meeting indicated a growing awareness of the need to raise interest rates in a timely fashion as authorities monitor the impact of the weak yen on inflation. https://www.japantimes.co.jp/business/2026/02/02/boj-summary-of-opinions-january-meeting/?utm_medium=Social&utm_source=mastodon #business #boj #yen #forex #inflation #sanaetakaichi
U.S. removes call for BOJ to raise interest rates https://www.japantimes.co.jp/business/2026/01/30/economy/us-removal-call-boj-interest-rates/?utm_medium=Social&utm_source=mastodon #business #economy #us #usjapanrelations #boj #japaneseeconomy #inflation #yen #currencies
Traders are questioning how effective Japan could be if it were to intervene alone to support the yen, after Scott Bessent cast doubt on the prospect of coordinated action. https://www.japantimes.co.jp/business/2026/01/29/markets/japan-solo-intervention-ineffective/?utm_medium=Social&utm_source=mastodon #business #markets #boj #yen #dollar #japaneseeconomy #financeministry #scottbessent
The Bank of Japan is set to hit a milestone in its quest to shrink its balance sheet, as its commercial paper holdings head toward zero. https://www.japantimes.co.jp/business/2026/01/29/boj-commercial-offloading/?utm_medium=Social&utm_source=mastodon #business #boj #japaneseeconomy #negativeinterestrates
Japan may be shifting toward a more creative and coordinated strategy with the U.S. to strengthen the yen through surprise intervention, policy signaling and structural measures beyond Bank of Japan rate hikes. https://www.japantimes.co.jp/commentary/2026/01/28/japan/japan-weak-yen-response/?utm_medium=Social&utm_source=mastodon #commentary #japan #yen #forex #japaneseeconomy #boj #fed #monetarypolicy
Japanese financial authorities are watching currency movements with a sense of urgency, Finance Minister Satsuki Katayama said Friday, after a moment of yen volatility that transpired more than an hour earlier. https://www.japantimes.co.jp/business/2026/01/23/markets/katayama-yen-rate-urgency/?utm_medium=Social&utm_source=mastodon #business #markets #yen #dollar #forex #boj #financeministry #satsukikatayama #inflation #sanaetakaichi
The Bank of Japan has left rates unchanged ahead of a February election after raising them last month to 0.75% from 0.5%. https://www.japantimes.co.jp/business/2026/01/23/markets/boj-meeting-jan-2026/?utm_medium=Social&utm_source=mastodon #business #markets #japaneseeconomy #kazuoueda #us #boj #economicindicators #jgb #bonds
Japan’s inflation slowed for the first time in four months on the impact of government subsidies, in a report that highlighted the underlying strength of price pressure hours before the central bank decides policy. https://www.japantimes.co.jp/business/2026/01/23/economy/japan-inflation-slows-december/?utm_medium=Social&utm_source=mastodon #business #economy #inflation #economicindicators #japaneseeconomy #boj #yen
The Bank of Japan is expected to keep rates steady at 0.75%, a 30-year high, ahead of the Lower House election in February. https://www.japantimes.co.jp/business/2026/01/21/markets/boj-preview-jan-2026/?utm_medium=Social&utm_source=mastodon #business #markets #boj #us #tariffs #usjapanrelations #inflation #japaneseeconomy
A Bank of Japan quarterly survey for December 2025 has shown that consumer sentiment rose for two straight quarters while views on living conditions deteriorated for the first time in two quarters. https://www.japantimes.co.jp/business/2026/01/20/economy/consumer-sentiment-boj-december/?utm_medium=Social&utm_source=mastodon #business #economy #boj #surveys #japaneseeconomy #economicindicators
The Bank of Japan will potentially raise interest rates three times this year to double the current level if the yen’s weakness persists. https://www.japantimes.co.jp/business/2026/01/20/economy/citigroup-boj-rate-hike-projection/?utm_medium=Social&utm_source=mastodon #business #economy #citigroup #boj #inflation #yen #japaneseeconomy #negativeinterestrates
Yen traders are on edge for the risk of renewed volatility in the currency as uncertainty over the nation’s snap election grows with a Bank of Japan meeting approaching next week. https://www.japantimes.co.jp/business/2026/01/17/markets/yen-boj-election-uncertainty/?utm_medium=Social&utm_source=mastodon #business #markets #sanaetakaichi #diet #lowerhouse #yen #currencies #boj #interestrates
Most Bank of Japan watchers believe Gov. Kazuo Ueda and his colleagues have been slow in ratcheting up interest rates, and they expect the next move will still be several months away in their base case scenarios. https://www.japantimes.co.jp/business/2026/01/16/economy/boj-rate-hike-july/?utm_medium=Social&utm_source=mastodon #business #economy #japaneseeconomy #kazuoueda #boj #yen #inflation #sanaetakaichi
Japanese households boosted spending in November in a positive sign for Prime Minister Sanae Takaichi, who oversaw passage in parliament of a large fiscal stimulus plan in the following month. https://www.japantimes.co.jp/business/2026/01/09/economy/household-spending-november/?utm_medium=Social&utm_source=mastodon #business #economy #internalaffairsministry #boj #japaneseeconomy #food
The Bank of Japan has suggested it remains on track for more interest rate hikes by leaving its economic assessments intact for all regional economies. https://www.japantimes.co.jp/business/2026/01/09/economy/bank-of-japan-regional-report-more-rate-hikes/?utm_medium=Social&utm_source=mastodon #business #economy #boj #japaneseeconomy #inflation
2026 looks to be a year of competing forces for Japan, with strong underlying momentum and reform potential outweighed by the risks from inflation, geopolitics and policy missteps if leadership does not act decisively. https://www.japantimes.co.jp/commentary/2026/01/08/japan/top-10-surprises-for-2026/?utm_medium=Social&utm_source=mastodon #commentary #japan #japaneseeconomy #2026 #boj #jgbs #samuraiblue #worldcup #inflation #cybersecurity
Japan’s fiscal opacity and reliance on supplementary budgets and inflation-driven gains make transparency and clear reporting essential for accountability. https://www.japantimes.co.jp/commentary/2026/01/08/japan/japan-needs-fiscal-transparency/?utm_medium=Social&utm_source=mastodon #commentary #japan #japaneseeconomy #donaldtrump #sanaetakaichi #bankofjapan #boj #asiandevelopmentbank #europe #covid19 #gdp #monetarypolicy #interestrates
Growth in Japan’s base salaries held firm even as nominal wage gains decelerated sharply, sending mixed signals to the Bank of Japan two weeks before authorities next meet to decide policy. https://www.japantimes.co.jp/business/2026/01/08/economy/base-pay-november/?utm_medium=Social&utm_source=mastodon #business #economy #boj #japaneseeconomy #wages #kazuoueda #sanaetakaichi #rengo
Japan’s 10-year government bond auction went off smoothly, attracting demand from investors drawn to high yields. https://www.japantimes.co.jp/business/2026/01/06/economy/10-year-bond-demand/?utm_medium=Social&utm_source=mastodon #business #economy #jgb #japaneseeconomy #bonds #boj #inflation