03 September 2025 Japan Triggers a Global Bond Rout
The global bond rout that is particularly painful for the UK could have been sparked in Japan.
Read more … → 14 August 2025 Bessent Lights a Fire Under the Japanese Yen
The yen's move places it ahead of Sterling as the best-performing G10 currency month-to-date.
Read more … → 05 August 2025 Yen's Fiscal Risks Grow as Ishiba Eyes New Stimulus
Analysts warn there's a risk that instability in Japanโs government bond (JGB) market could hurt the yen.
Read more … → 31 July 2025 Yen Dives Deeper as Bank of Japan is Kneecapped by Political Uncertainty
Politics is weighing on the Bank of Japan's thinking and the JPY's performance.
Read more … → 23 July 2025 Japan's Yen Declines on Reports of Looming Shigeru Resignation
Good news on a trade deal overshadowed by debt concerns.
Read more … →