Defense spending is increasing, and Japan's total budget for 2025 will reach a record 115 trillion yen.

In the new budget proposal, the spending items with the largest increase include: a significant increase of over 10% in defense spending, reaching 8.5 trillion yen; and an approximately 7% increase in allocations to local governments. Due to record high tax revenues, the scale of newly issued government bonds will decrease by nearly one-fifth, down to 28.6 trillion yen.

wallstreetcnDec 26, 2024 21:12 ET

Capital outflows intensify, the yen devalues "Alexander".

The data shows that japan's current account surplus in the third quarter was 8.97 trillion yen (about 57.5 billion dollars), but this figure was offset by the direct investment and securities investment outflows, limiting the potential increase in the yen.

wallstreetcnNov 14, 2024 03:29 ET

Analysts warn of the risk of Japan raising interest rates: August "Black Monday" is just a preview of a bigger disaster.

①Arif Husain, the head of the fixed income department at Puxin, warns that the "Black Monday" in August is just the initial stage of this disaster and there will be more market fluctuations in the future; ②He believes that the tightening of monetary policy by the Bank of Japan and its impact on global capital flows are not simple, and it will have a huge impact in the coming years.

cls.cnSep 3, 2024 03:27 ET

In last week's market crash, this hedge fund made a profit of $0.27 billion.

Hedge fund Caxton Associates bet on US Treasury bonds and the Japanese yen, becoming one of the big winners in the market turbulence in early August.

wallstreetcnAug 15, 2024 04:43 ET

Just now, the Bank of Japan surrendered by "dovish" policy.

Under strong selling pressure, the Bank of Japan has turned dovish again, and arbitrage trading has resumed, and the yen may return to the situation of being heavily shorted. Some commentaries predict that malignant inflation will return as the Bank of Japan continues to maintain a cautious stance, and the yen exchange rate will hit new lows in the "near future".

wallstreetcnAug 7, 2024 02:46 ET

Another round of pre-announcement before the release! Will Japan raise interest rates and shrink its balance sheet at the same time? Technology stocks plummeted in response to the news overnight, and the Japanese yen rose.

NHK reports that the Bank of Japan is discussing raising interest rates to 0.25%, and combined with previous analyses, the central bank may propose specific measures to reduce the balance sheet at this meeting. Will this 'double whammy' affect global markets today?

wallstreetcnJul 30, 2024 21:26 ET