All Bank of Japan articles

  • China cuts key policy rate in bid to counter softening fundamentals
    Analysis

    Fixed income, rates, currencies: Global economies slow despite increasing tariffs clarity

    November 2025 (online)

    The global fixed income outlook remains mixed, with strong economic headwinds despite fading fears of the AI bubble bursting

  • Net sentiment equities August 2024
    Features

    IPE Quest Expectations Indicator - August 2024

    July/August 2024 (Magazine)

    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.

  • Ueda, Kazu (Gov BoJ)
    Features

    Japan: New hand on the tiller

    May 2023 (Magazine)

    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.