Nikkei

18 September 2026
Bank of Japan holds rate at 1.25%, yen volatility eases as markets weigh derivatives opportunities

Bank of Japan held policy rate at 1.25%, meeting forecasts; yen volatility may ease as markets stabilize.

17 September 2026
Foreign investors flip to ¥1.52tn net selling of Japanese equities, pressuring Nikkei 225

Foreign flows into Japanese equities flipped negative, with net selling ¥1.52tn, raising volatility and hedging demand.

3 September 2026
Bank of Japan leans towards September quarter-point rate rise as yen and derivatives volatility looms

Bank of Japan may hike 25bps September 18, strengthening yen, lifting yields, and jolting carry-trade markets.

1 September 2026
Japan Factory PMI Miss Cools Yen and Rate-Hike Bets, Supporting Nikkei and JGB Derivatives

Japan’s August manufacturing PMI rose 54.9, missing 55.1 forecasts; expansion continues, easing BoJ hike bets.

31 August 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.

28 August 2026
Tokyo Core CPI Tops Forecast, Reinforcing Case for Further Bank of Japan Rate Rises

Tokyo’s core CPI hit 1.8% in August, beating forecasts, reinforcing sticky inflation and a hawkish BOJ outlook.

28 August 2026
Tokyo core-core inflation holds at 2%, keeping pressure on Bank of Japan for further rate rises

Tokyo’s core-core CPI rose 2% in August, reinforcing BoJ hike expectations; traders eye higher yields, stronger yen.

20 August 2026
Japan July trade deficit narrows to ¥634.5bn, strengthening case for yen and rate hikes

Japan’s July trade deficit narrowed to ¥634.5bn, boosting yen strength prospects and influencing rates, equities outlook.

18 August 2026
NIKKEI225 Slides 2.2% as Tech Stocks Lead Losses

Nikkei 225 analysis: Japanese equities decline as technology and electronic-component stocks lead losses, while traders monitor AI-related sentiment, global risk factors, and yen movements.

15 August 2026
Yen Traders Brace for Japan Q2 GDP and CPI as Markets Weigh BoJ Tightening Path

Markets expect Japan Q2 GDP steady at 0.5%; CPI near 2%, boosting yen volatility and hedging strategies.

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