sweet_gyokuro5h ago
The Trump Organization has $15bn+ in Gulf licensing deals and zero capital at risk. The incentive structure resembles a sold put on regional stability — and the implications run from Bessent's yield curve management all the way to the BOJ's April decision.
https://gyokuro.dev/en/posts/selling-the-gulf-put/
#Japan #BOJ #Trump #MiddleEast #Gulf #Iran #Hormuz #Oil #UST #Bessent #JapanStocks #TOPIX #Yen #Geopolitics #Options
The Japan Times17h ago
The Japanese bond rout continues, taking 10-year yields to a 27-year high on inflation worries, fiscal concerns and war in the Middle East. https://www.japantimes.co.jp/business/2026/04/07/economy/bonds-27-years/?utm_medium=Social&utm_source=mastodon #business #economy #bonds #jgb #boj #inflation #oil
Japanese bond rout continues, taking 10-year yields to a 27-year high

Fiscal worries and inflationary pressures are being made worse by the war in the Middle East and oil shortage concerns.

The Japan Times
The Japan Times1d ago
The Bank of Japan avoided fueling market expectations over the likelihood of a rate hike this month by keeping its signaling from two quarterly regional economic reports nuanced. https://www.japantimes.co.jp/business/2026/04/06/economy/boj-economic-reports/?utm_medium=Social&utm_source=mastodon #business #economy #boj #japaneseeconomy #inflation #iran #middleeast
BOJ keeps options open by citing dual risks in regional reports

Traders see a roughly 66% chance of a rate hike this month, according to pricing in the overnight swaps market, as the war in Iran could raise upside inflation risks for Japan.

The Japan Times
The Japan Times3d ago
The International Monetary Fund has urged the Bank of Japan to continue raising interest rates, even as the Middle East war posed "significant ​new risks" to the country's economic outlook. https://www.japantimes.co.jp/business/2026/04/04/economy/imf-boj-raise-rates/?utm_medium=Social&utm_source=mastodon #business #economy #imf #boj #iran #middleeast #economicindicators
IMF urges BOJ to keep raising rates even as Iran war poses new risks

The proposal comes amid market expectations the BOJ ‌will raise ‌interest rates as soon as April in the face of mounting inflationary ​pressure.

The Japan Times
sweet_gyokuro5d ago

In 1998, Tokyo built a wall between banks and industry. On 31 March 2026, the FSA started taking it down. Nobody has connected this to the cross-shareholding unwind running in the opposite direction. Keiretsu with extra steps.

https://gyokuro.dev/en/posts/keiretsu-with-extra-steps-en/

#Japan #banks #MUFG #SMFG #FSA #MandA #BOJ #macro

Keiretsu with Extra Steps

Japan’s FSA is quietly reversing 28 years of bank-industry separation. The market hasn’t noticed.

Gyokuro Time
The Japan Times5d ago
A former Bank of Japan chief economist expects the central bank to raise interest rates as soon as this month as a result of increased upside risks for inflation due to the war in Iran. https://www.japantimes.co.jp/business/2026/04/02/economy/boj-rate-hike-april/?utm_medium=Social&utm_source=mastodon #business #economy #boj #japaneseeconomy #iran #inflation
Former BOJ chief economist sees likelihood of April rate hike

Toshitaka Sekine, now an economics professor at Hitotsubashi University, thinks there are more upside risks for inflation.

The Japan Times
Walk News6d ago
https://www.walknews.com/1250634/ アベノミクスは「かなりの成果」、利上げ方針の論評は避ける＝浅田日銀委員 | ロイター #ASIA #ASXPAC #BOJ #Business #CEN #DEST:NOJPTPM #DEST:NOJPWDM #DEST:NOJPZTM #EASIA #ECI #ECO #FRX #GEN #INFL #INT #JDOM #JLN #JP #MCE #MMT #MOF #PLCY #POL #ビジネス
Japan Pop News6d ago
https://www.wacoca.com/news/2804151/ アベノミクスは「かなりの成果」、利上げ方針の論評は避ける＝浅田日銀委員 | ロイター #Asia #ASXPAC #BOJ #Business #BusinessNews #CEN #DEST:NOJPTPM #DEST:NOJPWDM #DEST:NOJPZTM #EASIA #ECI #eco #FRX #Gen #INFL #int #JDOM #JLN #jp #MCE #MMT #MOF #PLCY #POL #ビジネス
YAYAFA6d ago
アベノミクスは「かなりの成果」、利上げ方針の論評は避ける＝浅田日銀委員 | ロイター https://www.yayafa.com/2768203/ #Asia #ASXPAC #BOJ #business #Cen #DEST:NOJPTPM #DEST:NOJPWDM #DEST:NOJPZTM #EASIA #ECI #eco #FRX #Gen #INFL #int #JDOM #JLN #JP #MCE #MMT #MOF #PLCY #POL #ビジネス
The Japan TimesApr 1
Japan's manufacturers showed greater confidence for a fourth straight quarter even as the Middle East crisis erupted, an outcome that supports the Bank of Japan's policy stance of continuing to raise interest rates. https://www.japantimes.co.jp/business/2026/04/01/boj-tankan-survey/?utm_medium=Social&utm_source=mastodon #business #boj #japaneseeconomy #economicindicators #manufacturing #iran #surveys #inflation
Japan’s manufacturer mood improves, supporting BOJ’s rate stance

The business sentiment index advanced in March to 17 from a revised 16 in the previous quarter, the BOJ's Tankan business survey showed Wednesday.

The Japan Times