Yen
Japan’s 10-Year Bond Yield Hits 2.4%, Highest Since 1997, as Iran Tensions Trigger Global Risk Repricing
Surging JGB yields signal markets are pricing in sustained geopolitical premium and energy supply disruption, threatening yen carry trade unwind and developed-market capital flow reversal.
Japan’s Energy Crisis Pivot: Australia Replaces Gulf as LNG Lifeline
As Strait of Hormuz closure drives oil to $141 and yen to intervention thresholds, Tokyo's emergency nuclear restart and Australia courtship signal a strategic reordering of Asia's energy architecture.
Japan Signals Imminent Intervention as Yen Breaches 160, Threatening $10 Trillion Carry Trade Unwind
Ministry of Finance warns of 'bold steps' as currency hits 37-year low amid oil crisis, creating flash-crash risk across global markets.
Bank of Japan Trapped Between Oil Shocks and Debt Burdens
Iran conflict forces Tokyo into impossible trade-off: tolerate imported inflation or choke growth with rate hikes as fiscal room vanishes.
Japan’s 5% Wage Demand Sets Stage for Further BOJ Tightening
Rengo's third consecutive year of aggressive wage demands signals labor market tightness that could keep interest rates rising through 2026.