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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
Now and zen: Japan’s quiet rise
Inflation may be a scourge elsewhere, but Japan is unruffled. Instead, the world’s third-largest economy is showcasing its appeal to investors.
Chart Room: Fingers in the punch bowl
Central bankers seeking to deploy rate hikes against inflation risk collateral damage as tighter policy threatens already swollen debt servicing costs.
The BOJ expands purchases and eases further
The BOJ expands purchases and eases further
Bank of Japan’s coordinated easing signals more proactive asset purchases
Today’s move by the Bank of Japan to boost asset purchases underscores a globally coordinated effort by central banks to contain the coronavirus fallout.
As the BOJ stealthily normalises, the yen will follow
The BOJ appears to be stealthily normalising while keeping rates extremely low. But small steps for Japan’s central bank could be big steps for its currency.
Policy tweaks open new opportunities in China and Japan
Recent easing measures in China should support Asian high yield bonds, while we also see value in Japan financials bolstered by the BOJ's ETF purchases.
The Bank of Japan fine-tunes monetary policy but sticks to aggressive easing
The Bank of Japan kept its easy monetary policy while tweaking its framework to give itself more flexibility, emphasising that normalisation is nowhere near.
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