Japan Update: Post COVID: Japanese Companies Sell Office Buildings

Post COVID: Japanese Companies Sell Office BuildingsOverseas Equity Investment Trusts See Largest Inflows Since 1997New Energy Policy: Government to Call for New, Next-Gen Nukes Nippon Steel (5401) to Lay Off 10,000 Employees, Close Blast Furnace Nikai Warns Opposition Against No Confidence MotionPost COVID: Japanese Companies Sell Office Buildings In the wake of the COVID pandemic, many Japanese […]

Japan Update: BoJ Tankan Shows Rebound by Large Manufacturers

BoJ Tankan Shows Rebound by Large ManufacturersNissan Motors (7201) Develops Cobalt-Free EV BatteryJapan Post (6178) to End Saturday DeliveriesBoJ Tankan Shows Rebound by Large Manufacturers The Bank of Japan released its quarterly Tankan report on Thursday. The Tankan shows a bigger than expected rebound in business conditions for large manufacturing companies with the diffusion index […]

Japan Update: Weak 2-Year Auction as Traders Discount BoJ Action

  • Weak 2-Year JGB Auction as Traders Discount BoJ Action
  • USDJPY Tops 110
  • February Jobs Data Shows Weakness, Corporate Hiring Plans Hit 7-Year Low
  • US-Japan Declare Taiwan Strait a Vital Interest
  • Government Questions Whether GPIF Should Invest in Chinese Government Bonds

Japan Update: USDJPY Nears 110 as US-Japan Yield Spread Widens

March 26, 2021 USDJPY Nears 110 as US-Japan Yield Spread WidensAso Says Japan is the Front Line of the US-China ConflictUSDJPY Nears 110 as US-Japan Yield Spread Widens On Friday, USDJPY continued its march towards the 110 level as US-Japan yield spreads widened. The new trading range we suggested on Wednesday (105 to 115) looks […]

Japan Update: Position: USDJPY to Rise as BoJ Clarifies Rate Stance

March 24, 2021 Position: USDJPY to Rise as BoJ Clarifies Rate StanceJanuary Land Price Survey Shows First Decline in Six YearsPosition: USDJPY to Rise as BoJ Clarifies Rate Stance Following the Bank of Japan Monetary Policy Board meeting on Friday, markets have responded to the clarifications the BoJ has made in its policies. As we […]

Japan Update: Fire at Renesas Plant Deepens Auto Semiconductor Shortage

March 22, 2021 Fire at Renesas (6723) Plant Deepens Auto Semiconductor ShortageJapanese Banks Hold ¥500 Trillion in Overseas ObligationsListed Companies Use COVID to Boost Cash HoardSuga Looks for Right Timing for Lower House ElectionSpring Wage Negotiations Come Up ShortFire at Renesas (6723) Plant Deepens Auto Semiconductor Shortage Early Saturday morning (Japan time) a fire broke […]