Focus on the Japanese market

With the yield spread mountain unmoved, can even U.S.-Japan cooperation save the yen?

wallstreetcn · Aug 3 19:33

Did Japan really intervene? Data suggests it may have sold ¥8.45 trillion on Thursday; Japanese media report it could act again on Friday, with the U.S. reportedly stepping in on the same day.

wallstreetcn · Aug 1 05:43

“Intervention rumors” confirmed? BOJ data suggests it intervened on Thursday, with a possible scale of JPY 8.45 trillion; Finance Minister declines to comment

wallstreetcn · Jul 31 19:10

Backing Japan’s intervention! U.S. Treasury Secretary Bessent: Yen 'significantly undervalued'

wallstreetcn · Jul 31 08:50

The yen surged more than 3% intraday! Markets speculate Japan intervened again, with analysts calling it a 'well-timed move.'

wallstreetcn · Jul 31 01:43

Has intervention finally begun? The USD/JPY exchange rate falling below the 159 mark sparks speculation of market intervention!

Golden10 Data · Jul 30 22:20

A decline in Sanae Takaichi's poll ratings could trigger additional fiscal stimulus; vigilance warranted as risks in Japanese markets spill over globally via yield channels into equities and bonds.

Zhitong Finance · Jul 27 16:53

Japan’s government aims to stabilize markets with a trillion-dollar 'whale'! Finance Minister urges the country’s largest pension fund to increase holdings of domestic assets, but reality remains stark.

Zhitong Finance · Jul 10 16:52

Japan’s 'Shunto' wage increases have exceeded 5% for the third consecutive year, bolstering the Bank of Japan’s case for raising interest rates.

wallstreetcn · Jul 4 17:13

Samsung discusses partnerships, SK Hynix expands production, and Kioxia ships NAND samples—Japanese and South Korean equities respond with a V-shaped rebound to fears of AI compute oversupply.

wallstreetcn · Jul 3 16:27

Kioxia has begun sampling its tenth-generation NAND; CEO states, "Demand remains robust—capital expenditures may increase," sending shares sharply rebounding in a deep V-shaped recovery!

wallstreetcn · Jul 3 14:37

The AI-driven super bull market enters its 'stress test' phase! As Japanese and South Korean equities and currencies diverge sharply, record-high leverage has placed AI semiconductors at the epicenter of a stock market storm.

Zhitong Finance · Jul 2 16:17

The yen breached 162, hitting a 40-year low! Japan's intervention 'red line' may shift upward to 163–165.

Zhitong Finance · Jun 30 17:47

Yen Hits 40-Year Low: Geopolitics, Rate Hikes, and Trump Pressure Corner Japan into a Policy Dilemma—Has $74 Billion in Intervention Gone Down the Drain?

wallstreetcn · Jun 30 16:53

Bank of Japan Governor speaks for the first time since illness: Further rate hikes will come at an appropriate time, as risks of inflation exceeding target persist

wallstreetcn · Jun 24 17:34

Bank of Japan: No one knows where the neutral interest rate lies.

wallstreetcn · Jun 16 20:12

Is the Bank of Japan hitting the brakes on QT? Reports suggest it may pause the reduction of bond purchases in the next fiscal year, though internal disagreements remain.

Zhitong Finance · Jun 9 18:05

Japanese equities have multiple tailwinds ahead! Goldman Sachs has raised its target for the Tokyo Stock Price Index (TOPIX) to 4,400, implying an additional 11% upside potential.

wallstreetcn · Jun 2 16:47

Is Japan's interest rate hike imminent? The OECD forecasts that rates will rise significantly to 2% by the end of next year.

cls.cn · May 13 12:57

Advantest, the leader in semiconductor testing equipment, reported a 133% surge in fiscal year profits and secured its 'first major order' in the silicon photonics field.

cls.cn · Apr 27 21:11

The Bank of Japan to Meet Tomorrow: Rate Hike Expectations Dashed, But This Marks the Start of a Dangerous Phase

wallstreetcn · Apr 27 19:55

Kazuo Ueda avoided signaling an interest rate hike, stating that 'policy responses are extremely challenging.'

Golden10 Data · Apr 17 10:31

Amid surging oil prices, the Bank of Japan considers significantly raising inflation forecasts.

wallstreetcn · Apr 15 00:22

Ahead of potential Japanese government intervention, global hedge funds are aggressively positioning themselves in yen call options, intensifying the battle around the 160 threshold.

Zhitong Finance · Mar 31 14:10