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Japan Inflation, Exports Could Firm Rate-Hike Hopes
5 months ago
wsj.com
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Japan inflation passes 2-year highs, stoking rate dilemma for BOJ
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11 months ago
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Rate hikes near in Japan as inflation holds up
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Feb 27, 2024
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Dec 22, 2022
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Japan Is the One Place Where Inflation Might Be About Right
Oct 28, 2022
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Japan Inflation will guide the Next Bank of Japan Monetary Policy Outlook 𝐀𝐬𝐬𝐞𝐭 𝐭𝐨 𝐖𝐚𝐭𝐜𝐡: 𝐔𝐒𝐃𝐉𝐏𝐘 & 𝐆𝐁𝐏𝐉𝐏𝐘 Japan's economic growth has been modest and varied in recent quarters, and these subdued growth patterns are anticipated to persist for this year. The latest data suggests that inflation peaked earlier this year, although there is a consensus expectation of a slight increase in April inflation. As the government subsidies designed to counteract inflation start to have
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Japan's core consumer inflation accelerated to a 40-year high in October, driven by currency weakness and imported cost pressures that the central bank shrugs off as it sticks to a policy of ultra-low interest rates. https://reut.rs/3TParoS | Reuters
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🚨 BREAKING: 🇯🇵 JAPANESE INFLATION JUST HIT 3.0% ABOVE U.S. INFLATION FOR THE FIRST TIME IN 46 YEARS. Why this matters for markets: - Higher Japan inflation increases pressure for BOJ rate hikes - Rate hikes threaten the yen carry trade - Every 1% inflation gap vs the U.S. historically triggers ~$100B in bond selling - That drains global liquidity and hits risk assets first With BOJ hike odds rising, this is a real headwind. Less liquidity means more volatility. This is macro risk, not noise.
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