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31

Aug 2026
Japan July Retail Sales Rebound Fuels BoJ Tightening Bets, Raising Yen and JGB Volatility

Japan retail sales surged 2.4% in July, reversing June’s -4.1%, boosting yen, bonds, Nikkei volatility.

31

Aug 2026
Japan July industrial output growth cools, bolstering dovish Bank of Japan view and weighing on yen

Japan’s July industrial output growth slowed to 4.1%, boosting dovish BoJ bets and pressuring yen.

31

Aug 2026
Bessent Says Yen Moves Contained, Eyes BoJ Talks as US Presses G20 on China Trade Terms

Bessent: yen moves contained, Abenomics ending; robust China talks; traders eye USD/JPY vol-selling, AUD hedges.

31

Aug 2026
South Korea industrial output growth cools in July, weighing on won and policy outlook

South Korea’s industrial output growth slowed to 3.6% in July, raising volatility risks and supporting bearish hedges.

31

Aug 2026
South Korea’s July industrial output slows sharply, raising pressure on won and policy outlook

South Korea’s industrial output growth slowed sharply to 0.2% in July, pressuring won, equities, and bonds.

31

Aug 2026
South Korea’s July Services Output Drop Raises Pressure on Bank of Korea as Won Faces Headwinds

South Korea’s services output fell 1.3% in July, pressuring Bank of Korea easing, weakening won and yields.

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