boj Archives - Citizen Watch Report

The yen just hit a 40 year low and the next carry trade unwind could shake markets

June 30, 2026 1:37 pm

Something unusual is happening in Japan. The yen just hit a 40 year low and Japan may need another $100 billion to fight back Japan is running into a problem money alone cannot easily fix. The USD/JPY pushed above 162.66, sending the yen to its weakest level since 1986. Japanese Yen just broke! 🚨 It …

Reuters Reporting that BOJ is Likely to Raise Rates to 0.5% on Friday.

January 23, 2025 1:58 pm

Link from Investing.com, Published 01/22/2025, 10:27 PM Updated 01/22/2025, 10:30 PM. The BOJ’s regional branch managers said wage hikes are spreading to companies of all sizes and sectors, meeting a key prerequisite for raising interest rates. As such, the central bank is likely to raise rates to 0.5% on Friday. Has the Yen carry trade already …

BOJ MOVING TOWARDS RATE HIKE AT THIS WEEK’S MEETING: KYODO

January 22, 2025 10:34 am

The BOJ is stuck in a vicious cycle: – Ultra-low rates fuel the yen carry trade.– Rising global rates drive yen depreciation.– Depreciation forces intervention, depleting reserves. How long can Japan sustain this balancing act before the market breaks it? — Lukas Ekwueme (@ekwufinance) January 21, 2025 The JGB-US Treasuries spread is nearing a critical …

Japan can’t sustain a 10-year yield at 1.1% while long-term bonds rise; currency is set to weaken. BOJ YCC in action

January 15, 2025 10:37 am

Yikes. So how can Japan keep their 10 year bond yield at 1.1% with their 30 year bond ripping higher? Their 2 year bond yield is .6% None of this seems sustainable Their currency will get trashed. https://t.co/zRpxIojQl6 — QE Infinity (@StealthQE4) January 15, 2025 And yet isn’t enough… JGB 30Y yield now rising to …

Japan will be forced to hike again. Hedge funds cautious after #BOJ steamroll; slower $JPY weakening weakens jawboning impact. Japan’s economy defies every rule in the book

December 27, 2024 8:08 am

Japan will be forced to hike again. pic.twitter.com/OZoNx4M9IK — Don Johnson (@DonMiami3) December 26, 2024 Translation : Urgent need for rate hikes. https://t.co/jAWawyZ51o — The Great Martis (@great_martis) December 27, 2024 📊💴 Tokyo inflation accelerates, fueling rate hike expectations Tickers of interest: $JPY $NKY Full Story → https://t.co/kAUGf8Jhz6 pic.twitter.com/4nSjl8TVHp — PiQ (@PiQSuite) December 26, 2024 …