Vietnam InsiderCurrency hits weakest level since 2024 intervention, raising stakes for Tokyo amid energy shock and policy strain.
#Yen #Dollar #Japan #MarketInsider
https://marketinsider.net/yen-slides-to-160-as-dollar-surge-tests-japans-red-line/
WhisprNews🇯🇵 El Yen se debilita ante el USD/JPY cerca de 160.00. Japón advierte sobre intervención, pero los altos costos energéticos y rendimientos globales pesan más que el ajuste del BoJ. #Yen #Forex #BoJ.
Toshisada UtsunomiyaNow on #Zenodo Gold War: The Petrodollar Order, a Gold-Anchored Bloc, and the “Death of the Yen” Narrative.
🔗https://doi.org/10.5281/zenodo.19252827
#Gold #Petrodollar #Yen
Gold War: The Petrodollar Order, a Gold-Anchored Bloc, and the "Death of the Yen" Narrative
This paper introduces a conceptual framework for understanding current tensions in the internationalmonetary system as a “Gold War”: a structural conflict between a dollar-centred petrodollar order andan emerging gold-anchored bloc. Within this framework, it revisits the popular “death of the yen”narrative and argues that it is, at best, incomplete and, at worst, misleading.Using gold as a cross-currency yardstick, the paper organises a set of stylised facts about the postBretton Woods period. All major fiat currencies, including the dollar and the yen, have been losingpurchasing power against gold over the long run, but not at the same pace. Measured in gold ratherthan in dollars, oil has become cheaper over time, especially over the past two decades. Thiscompresses the gold value of oil exports for traditional petrodollar producers, while favouring actorsthat accumulate gold and secure energy at low gold-equivalent prices. At the same time, Japan’spublic-sector balance sheet combines record gross public debt with large public assets, extensivecentral-bank holdings of government bonds, a strong net international investment position, and a verylarge stock of external assets.Against this background, the paper revisits the “cage” developed in earlier work on Japanese goldprices and electricity tariffs: a configuration in which the yen is squeezed between externalbenchmarks (gold, oil) and internal survival costs (energy, food). It argues that the key systemic risk isnot that the yen is uniquely doomed as a “dying currency”, but that the cumulative pressures ofenergy, food, and demographics could eventually force Japan to liquidate foreign assets, includingU.S. Treasuries, to secure essential imports. Such a forced retreat would not be a local event; it woulddirectly destabilise the petrodollar regime by removing one of its most important long-term creditors.The aim of this paper is primarily conceptual. It organises a set of stylised facts about gold, oil, majorcurrencies, and national balance sheets into a coherent “Gold War” framework, rather than attemptinga full econometric treatment. More detailed empirical testing is left for future work.
The Japan TimesSome investors are starting to position for a scenario Japan hasn't faced in decades, as rising oil prices and a weaker currency stoke stagflation worries and force a rethink of bets. https://www.japantimes.co.jp/business/2026/03/27/economy/japan-stagflation-risk/?utm_medium=Social&utm_source=mastodon #business #economy #japaneseeconomy #oil #yen #investments #iran
🇯🇵 El Yen se acerca a 160 frente al Dólar, desatando advertencias verbales de las autoridades japonesas. Se vigila de cerca la acción del Ministerio de Finanzas ante la volatilidad. #Yen #USDJPY #Mercados.
Japan's long-term economic vitality depends on securing skilled talent, strategically investing in productivity-enhancing sectors and restoring generational balance amid a rapidly aging, supply-constrained society. https://www.japantimes.co.jp/commentary/2026/03/18/japan/japans-next-economic-agenda/?utm_medium=Social&utm_source=mastodon #commentary #japan #sanaetakaichi #covid19 #boj #ai #yen #japaneseeconomy #forex
VineturJapón reduce la compra de vino pero paga más por botella https://www.vinetur.com/2026031797680/japans-wine-imports-drop-in-volume-but-rise-in-value-as-consumers-favor-premium-bottles.html?utm_source=dlvr.it&utm_medium=mastodon #Japón #vino #importaciones #vinosPremium #yen
Japan’s finance minister said authorities are prepared to respond to movements in the currency market with bold steps if necessary, as the yen weakens toward a key threshold against the dollar. https://www.japantimes.co.jp/business/2026/03/16/markets/japan-finance-minister-katayama-yen/?utm_medium=Social&utm_source=mastodon #business #markets #satsukikatayama #yen #dollar #forex #middleeast
Japan and South Korea expressed concern on Saturday about the rapid declines in their currencies, saying they were ready to act against excessive foreign-exchange volatility. https://www.japantimes.co.jp/business/2026/03/14/markets/japan-sk-forex-volatility/?utm_medium=Social&utm_source=mastodon #business #markets #yen #dollar #forex #southkorea #southkoreajapanrelations #financeministry #satsukikatayama
