BOJ signals low hopes for consumer spending as population falls
The Bank of Japan signaled that the shrinking of Japan’s population means that it’s increasingly difficult to achieve…
Five Central Banks, Tech Earnings and Oil Risks Set Up a Week of Cross-Market Repricing
Five Major Central-Bank Decisions, Heavyweight Technology Earnings, Critical Inflation and Growth Data and Oil Supply Uncertainty Compete to…
Bank of Japan: Financial system becomes increasingly sensitive as AI investment expands.
Risk can spread through NBFIs. According to the Bank of Japan (BoJ), anticipating strong growth in the AI…
Week Ahead – Central Bank and Earnings Bonanza Could Roil Markets
Fed, ECB and BoJ to sit on the sidelines after September hikes. But RBNZ and BoC poised to…
Oil and Geopolitics in Focus After Turbulent Weekend
In focus today This morning, we launch our AI Investment Tracker, a new monthly update on the AI…
Producer price grown cools, easing urgency for further Bank of Japan hikes
The growth of corporate goods prices in Japan has eased again while staying at elevated levels, indicating that…
Japan’s household spending falls again despite wage gains
Japan’s household spending fell for a ninth month even as wages continued to climb, showing consumers remain cautious…
AI Boom Could Change Where Interest Rates End up, Central Banker Says
The artificial intelligence boom may be changing more than just stock prices. AI could alter where interest rates…
BOJ’s deputy chief flags AI’s possible impact on neutral rate
Artificial intelligence (AI) is causing a surge in demand that is fueling inflationary pressure and long-term interest rates,…
BOJ board opinion summary shows shift in focus to curbing inflation overshoot
The Bank of Japan affirmed that its policy focus has shifted to preventing inflation from overshooting its target…
Higher defense spending won’t unsettle markets, government adviser says
Any expansion of Japan’s defense spending will likely be spread over many years and shouldn’t become a source…
BOJ ups climate loans as debate swirls on how green central banks should be
With the impact of human-induced climate change already visible in the here and now, some are calling for central…