Japan Update

The BoJ Never Took Away the Punch Bowl  Most investors around the globe are trying to figure out if the dovish turn by the US Fed

BoJ Reduces Size of Main JGB Buying Operation  The Bank of Japan announced its schedule of JGB buying operations for March on Thursday. The Bank surprised

Tokyo Stock Exchange to Start Market Making System for Large ETF Orders  The Tokyo Stock Exchange is planning to introduce a market making system for up

Extension of China Trade Talks a Relief for Japan  US President Donald Trump’s announcement that progress had been made in the trade talks between the

GPIF Stumbles in October-December Quarter  The Government Pension Investment Fund (GPIF), which manages Japan’s public pensions, reported its worst ever quarterly performance for the October-December

Are Japanese Institutions the Marginal Net Buyers of USD?  The recent strength of USDJPY has surely not gone unnoticed by our readers. The US dollar has strengthened against

Spreads Narrow as BoJ Cuts 10-25 Year Operation  Traders were aggressive buyers of long-dated JGBs over the past few trading sessions. The January 20-year, 30-year and 40-year JGB auctions were very

Macro Funds Sell Japanese Equities on Strong Yen Forecast   Nikkei published an article Monday citing a Nomura Securities (8604) report which states that the outlook for a

BoJ Stands Pat, Downgrades Inflation Forecast  The Bank of Japan concluded its first Monetary Policy Board meeting of the year on Wednesday. The Board voted to keep monetary policy unchanged

LDP Faces Tight Deadline Ahead of Upper House Election  Nikkei wrote an article reviewing the ability of the ruling party to extend the regular session of the Diet in