Nikkei

24 July 2026
Japan CPI quickens to 1.7% as markets weigh Bank of Japan normalisation risks

Japan’s CPI quickened to 1.7% in June, boosting yen, pressuring JGBs, and signaling BOJ tightening.

23 July 2026
BoJ’s gradual hikes and bond-buying taper shift focus to JGB volatility, yen strength risks

BoJ signals gradual hikes as shocks fade; bond-buying taper boosts JGB volatility; traders eye yen, curve, Nikkei calls.

22 July 2026
Japan’s June export growth tops forecasts, fuelling yen strength bets and Bank of Japan tightening speculation

Japan’s June exports jumped 19.3%, topping forecasts, signaling robust global demand and pressuring Bank of Japan tightening.

16 July 2026
Nikkei 225 Falls as Chip Sell-Off Hits Japan Stocks

Nikkei 225 analysis: Nikkei falls below 67,000 as semiconductor losses, AI-valuation concerns and Middle East risks weigh on Japan stocks.

9 July 2026
Japan M2+CD growth cools, dimming BoJ tightening bets and weighing on the yen

Japan’s money supply growth cooled to 2.2% in June, reinforcing dovish BoJ outlook, weaker yen, Nikkei tailwinds.

9 July 2026
Foreign selling of Japanese equities deepens as net outflows hit ¥22.2bn before 3 July

Foreign investment in Japanese equities turned more negative, signaling rising outflows, bearish sentiment, and defensive tactics.

8 July 2026
Japan’s BOP trade surplus shrinks to ¥6.9bn in May, signalling renewed pressure on the yen

Japan’s May BOP trade surplus plunged to ¥6.9bn, weakening yen support and boosting USD/JPY calls.

8 July 2026
Japan bank lending growth slows to 5.7% in June, bolstering cautious Bank of Japan outlook

Japan bank lending rose 5.7% in June, missing forecasts, supporting cautious BoJ, weaker yen, Nikkei upside.

7 July 2026
Japan’s Leading Index Misses Forecast, Raising BoJ Caution and Yen Pressure Risks

Japan’s May leading index missed expectations at 116.8, reinforcing slowdown fears, pressuring yen and equities.

7 July 2026
Japan Coincident Index Edges Up, Lifting Nikkei Prospects and Bolstering Yen Policy Shift Bets

Japan’s Coincident Index rose to 118.5, supporting bullish Nikkei calls and yen strength via reduced policy divergence.

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