Japan uses interest rate hikes in exchange for tariff concessions, even a 'mini Mar-a-Lago agreement'? Focus on next week's meeting of the finance ministers of the U.S. and Japan.
The discussion between the finance ministers of the USA and Japan next week may become a turning point for the yen Exchange Rates. Citigroup believes that if the USD/JPY Exchange Rates remain above 140, the Bank of Japan may accelerate the tightening of MMF policy under pressure from the USA. Considering the current inflation and interest rate levels in the USA, it is not yet mature to reach a "mini Mar-a-Lago agreement"; a more realistic solution is for the Japanese government to extend its MMF holdings of US Treasury bonds, contributing to a decline in US interest rates.
Stocks such as Juishi HD [Interesting stocks based on changes in Volume].
Closing price of the stock compared to the previous day Volume *<6769>* Zain 1041150560300 *<1595>* NZAMJ REIT 174114149480 *<2033>* KOSPI Bull 1068085561 *<1625>* Electric Precision 384502502240 *<3467>* Aggre City D 18304867800 *<1514>* Jujitsu HD 813661930400 *<7351>* Good Patch 5762088000 *<5136>* tripla 2085400375
Japanese bonds have fallen to their lowest point since 2009! The Governor of the Bank of Japan reiterates the determination to 'reduce the balance sheet' and holds an optimistic view on salary prospects.
Kazuo Ueda stated, "From now on, we may see inflation easing driven by import costs, while wages will continue to rise steadily. Therefore, we expect real wages and Consumer spending to improve in the future." The Bank of Japan has also begun to implement an Algo tightening plan, with the monthly purchase of Bonds expected to be halved to 3 trillion yen by early 2026.
Timy and other stocks that are interesting based on changes in Volume.
Stock Closing Price Change from Previous Day Volume <2526> NZAM 400 25565 160 2800 <4179> Gene Next 36036204500 <2081> Policy Shareholding Elimination Promotion 125003399 <2498> Oricon HD 561044046900 <2524> NZAM TPX 2827.5 3.5 12460 <215A> Thailand
Express News | BOJ Increases Short-Term Interest Rate Target to 0.5% (Est. 0.5%), Highest Level in 17 Years. Following the Decision, Nikkei 225 Up 0.6%, USDindex Down 0.2%.
How do you view the recent "hawkish" stance of the Bank of Japan executives? Goldman Sachs: The next interest rate hike may still have to wait until January next year.
Goldman Sachs believes that when evaluating the timing of interest rate hikes, it is important to consider financial market stability and inflation trends. The bank predicts that January next year will be the best time to determine whether Japan's inflation will rebound, and based on this, determine that Japan will raise interest rates in January. However, if there is significant turmoil in the financial markets, the timing of the rate hike may become uncertain.