Bank of Japan (BOJ)

Forex

Yen declines 1% as BOJ’s Ueda pushes back on rate-hike bets

The currency weakened as far as 144.25 per US dollar before trading at 144.15 as of 5.04pm in Tokyo.

Global Economy

Japan’s fiscal advisory board warns of impact of higher rates

The BOJ is expected to step back from its ultra-loose policy next year as inflation continues to overshoot its 2% target.
Ueda nominated for central bank head as a BOJ-favoured 'outsider' - THE EDGE SINGAPORE

Global Economy

Ueda nominated for central bank head as a BOJ-favoured 'outsider'

Parliamentary hearings to scrutinize Ueda’s current views will start on Feb 24.
Yen surges as Kuroda's yield cap shock heralds BOJ normalisation - THE EDGE SINGAPORE

Currencies

Yen surges as Kuroda's yield cap shock heralds BOJ normalisation

The BOJ will now allow Japan’s 10-year bond yields to rise to around 0.5%, up from the previous limit of 0.25%.

Forex

Fall of 150 has yen watchers wondering when Japan will act

The Japanese currency has weakened by more than 4 yen per dollar since Japan stepped into the market in September.
Developed economies face high debt and low growth after Covid-19 - THE EDGE SINGAPORE

Global Economy

Developed economies face high debt and low growth after Covid-19

Developed economies may instead accept a smaller population and lower growth, focusing instead on keeping GDP per capita high.
Singapore and Japan renew bilateral swap arrangement  - THE EDGE SINGAPORE

Singapore and Japan renew bilateral swap arrangement

Under the arrangement, the countries can swap local currencies in exchange for US dollars from each other.

Tong's Portfolio

How much is too much QE?

Clearly, what was once unthinkable and unprecedented is now rapidly turning into the norm — with no end in sight.

Broker's Calls

Expect low rates till at least 2023, says Fed

OCBC Chief Economist Mansoor Mohi-uddin sees low rates persisting till as late as 2025.

REITs

BOJ's first REIT write-down sparks fear of even bigger ETF losses

The Bank of Japan’s first recorded impairment loss in REITs has some market watchers concerned over the possibility of a larger hole from its far more sizeable purchases of ETFs.
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