Despite US president Trump saying that the ceasefire deal is "over", things have not gone up in flames just yet. The US and Iran are still exchanging strikes bu...
Asia rallies on chip rebound and Japan pension-flow hopes as Iran risk fadesJapan to press GPIF on domestic assets as JGB selloff exposes BOJ independence fears...
The rally across Japanese and Korean equities is being driven almost entirely by a chip-sector rebound following a large US capex pledge from a major memory mak...
The GPIF push and the government's repeated denials of BOJ interference read as a coordinated effort to steady a JGB market that has already sold off to multi-d...
Citi's step-down profile, from $75 in the third quarter to $70 in the fourth and $65 through 2027, frames the recent spike as a temporary risk premium rather th...
The posts are here on the yen-supportive Katayama comments, espocecially the GPIF one:Yen up - Japan's Katayama seeks measures to push GPIF, pension funds into ...
South Korea's forex authority said the dollar-won market remains out of step with the economy's fundamentals. It expects FX supply-demand dynamics to shift in t...
The upside surprise in producer prices strengthens the case for the BOJ to press ahead with further tightening, with markets increasingly pricing a hike as soon...
A push to steer GPIF and other pension funds toward domestic financial assets would deepen the pool of home buyers for JGBs at a time when Tokyo has already fla...
The PBOC allows the yuan to fluctuate within a +/- 2% range, around this reference rate. More here on this.prior close 6.7910Injects 20bn yuan via 7-day reverse...
Katayama's refusal to comment on specific bond yield levels keeps the government's usual distance from JGB market moves, leaving traders to price yields off und...
Kiuchi's comments keep Tokyo's official line intact, that Tokyo will not pre-signal a preference on the timing or direction of BOJ policy, which leaves the yen'...