All Bank of Japan articles
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AnalysisMacro focus: debasement and fiscal dominance
The price of gold and other precious metals will continue to soar next year, as investors shift focus away from currencies
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AnalysisFixed income, rates, currencies: Global economies slow despite increasing tariffs clarity
The global fixed income outlook remains mixed, with strong economic headwinds despite fading fears of the AI bubble bursting
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FeaturesIPE Quest Expectations Indicator - August 2024
Joe Biden’s weakness was a lucky stroke for Donald Trump, who has shown similar symptoms for years. It remains to be seen what effect Kamala Harris has on the polls. Trump and his chosen VP are both proponents of weakening the USD.
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FeaturesJapan: New hand on the tiller
Kazuo Ueda, is the first new governor of the Bank of Japan (BoJ) in 10 years. One of outgoing governor Haruhiko Kuroda’s last moves was to widen the yield curve control (YCC) band on 10-year bonds from +/-25bps to +/-50bps. The reaction from the bond market over the following few days was to trade to the new upper limit.
