Overview
Bigger in Japan
The BoJ presses on with rises in interest rates; the door is open for more.
Fixed Income 2025: Rates make return journey
After navigating an interest rate hiking cycle, fixed income investors face a completely different challenge in 2025.
Emboldened BOJ takes hawkish tilt
The Bank of Japan has set itself firmly on the path of further policy normalisation. But how far and fast it will go from here remains an open question.
BOJ: Time to turn positive
The Bank of Japan took an historic step in its March meeting, ending the era of negative interest rates. But the tone of the central bank was cautious overall.
No holidays for central banks: Where we think there’s more to come
A busy month for central banks delivered expected hikes in Europe and the US, but a surprise tweak to policy in Japan.
BOJ: Patience is virtue
At its June meeting, the Bank of Japan has retained its dovish bias, and we believe markets will price in a lower possibility of an imminent exit from YCC.
Why equity investors are rediscovering Japan
Global investors under-allocated to Japanese stocks risk missing out on big improvements in corporate earnings yields and capital returns.
Chart Room: Retail therapy for Japan’s ‘lowflation’ headache
The Bank of Japan has struggled to convince the public that inflation will stick. But recent data shows there could be a shift in consumers’ mentality.
Chart Room: Rewriting the yen narrative
We think recent tweaks to the Bank of Japan's yield curve control policy could reset the narrative and pave the way for yen appreciation.
The last of the doves: BoJ unlikely to change course anytime soon
The last of the doves: BoJ unlikely to change course anytime soon
Show 17 Results
