Japan

Japan's core CPI likely eased to around 2.0% in January, a development closely watched by the Bank of Japan as it navigates its normalisation path. While the headline figure moderates, the focus...

Japan's corporate goods price index rose 2.3% year-on-year in January, keeping the Bank of Japan's tightening debate alive and reinforcing market expectations for potential rate hikes in 2026.

Japan reports a record ¥31.9 trillion annual current account surplus for 2025, driven by surging overseas investment income despite a volatile trade balance.

Japan reports a record ¥31.9 trillion current account surplus, highlighting a structural shift toward investment-income dominance over goods trade.

The JP225 cash index shows resilience as metals rebound and oil tail risks fade, positioning the Nikkei 225 for a potential probe into 54,800 resistance.

Japan’s 10-year JGB auction yield cleared significantly higher at 2.249%, signaling a shift in the rates regime as investors demand higher term premiums.

Japan's producer prices slowed in December as declining fuel costs provided a disinflationary tailwind, shifting the focus to domestic wage dynamics.

The Bank of Japan's latest minutes signal that labor shortages and yen volatility are the primary drivers for 2026 interest rate normalization hurdles.

Japan’s December industrial production surprised to the upside at -0.4% m/m, suggesting manufacturing resilience despite a broader flat trend.

JP225 captures the benefit of a softer USD backdrop as the Nikkei 225 challenges the 53,160 resistance gate amid cross-asset stability.

Japanese markets face a critical decision band as the JP225 index tests the 84.60 resistance gate amid shifting global financial conditions.

The Nikkei 225 proxy (EWJ) enters a critical decision band at 84.60 as a softer USD and firming volatility reshape the cross-asset landscape.

The Bank of Japan maintains its 0.75% policy rate while upgrading GDP forecasts, signaling an underlying hawkish pivot and a firm bias toward future normalization.

Japan's core inflation cooled to 2.4% in December, yet underlying price pressures remain sticky at 2.9%, keeping the Bank of Japan's normalization path in play.

JP225 (Nikkei 225) enters a critical confirmation phase as the EWJ proxy tests the 84.90 decision gate following a period of range discipline.

High-frequency indicators reveal a fragmented global macro landscape with UK strength and Japanese disinflation driving currency volatility.

Japan's core CPI decelerated to 2.4% in December, cooling the urgency for Bank of Japan rate hikes while underlying inflation remains sticky above target.

The JP225 (Nikkei 225) enters a constructive regime as factor rotation and long-duration bids provide a tailwind for Japanese equities.

The Nikkei 225 (JP225) faced a sharp sell-off as global trade policy uncertainty and rising risk premia forced investors to re-evaluate exporter exposures.

The Nikkei 225 (JP225) faced significant selling pressure as trade-policy escalation and rising term premiums forced a re-rating of global risk assets.