ARTIKEL POPULER

BNY’s Head of Markets Macro Strategy Bob Savage notes the Japanese Yen continues to weaken with USD/JPY near 160 as JGB yields hit multi‑decade highs and the Bank of Japan (BoJ) maintains a hiking bias. Japan’s leadership is pushing for talks with Iran to secure energy supplies, while BoJ regional reports flag risks from Middle East tensions, including higher transport and energy costs and supply chain disruptions.
Weak Yen, higher yields and energy
"Bond yields remain a key focus, with Japan leading rates higher."
"The yield on 10y Japanese government bonds rose 2.5bp to 2.41%, a 28-year high, while the 40y rose 7bp to 3.92%."
"The BoJ warns of economic hits from the conflict, but maintained its hiking bias, adding to bond selling."
"The JPY has continued to slide amid reports that Japan is planning summit talks with Iran."
"Japan’s Minister for Economic and Fiscal Policy Minoru Kiuchi also noted in parliament on Monday that the weak JPY has both positive and negative impacts on Japan’s economy."
(This article was created with the help of an Artificial Intelligence tool and reviewed by an editor.)













