We offer our views about Japan and hope you will find it helpful.
日本に関する独自のインサイトを発信しています。皆様のビジネスや意思決定の一助となれば幸いです。
Where is Yen heading, and 10y JGB rally to continue?
CYJ Key Points JPY Rates Market Update & BoJ Outlook BoJ Policy Assessments & Curve Dynamics CYJ 要点 (Key Points) 円金利市場の最新動向と日銀の見通し (JPY Rates Market Update & BoJ Outlook) 日銀の政策評価とイールドカーブのダイナミクス (BoJ Policy Assessments & Curve Dynamics)
Where is Japanese Yen Heading, Can BOJ hold JPY/USD at 160?
The Bank of Japan (BoJ) has recently conducted massive interventions to support the yen. However, yesterday’s U.S. CPI data indicates that inflationary pressures in the United States remain significant, raising the possibility of further Fed rate hikes. Meanwhile, Japan has been hesitant to raise interest rates, which could further widen the yield gap between Japanese…
Order Status Analysis: MHI, KHI, and IHI (FY2025/2026)
三菱重工・川崎重工・IHI：防衛セクター受注状況分析 (FY2025/2026) Under the Sanae Takaichi administration’s aggressive defense budget expansion and the liberalization of the “Three Principles on Defense Equipment Transfer,” Japan’s heavy industry trio has seen a historic surge in order backlogs. 1. Mitsubishi Heavy Industries (MHI) — The Strategic Hub As Japan’s primary defense contractor, MHI is the biggest beneficiary of the…
Japan Military Export Relaxation / Loosening of the Three Principles 防衛裝備移轉三原則
In the context of modern defense and maritime security, it is important to clarify that Japan no longer builds traditional “battleships” (large-caliber gun ships). Instead, Japan has transitioned into exporting advanced Frigates and Destroyers. Under the Sanae Takaichi administration, Japan has significantly accelerated its arms exports by revising the Three Principles on Transfer of Defense…
Japan’s Golden Future Has Arrived Again 日本の黄金の未来が再び訪れる
2025/12/31 The coming decade may well become a golden era for the resurgence of Japan’s economy and global influence. Interesting Chart: China 10Y vs Japan 10Y Yield. Notice that now China is in Deflation and Japan is in Inflation. China going down and Japan going up. This maybe the most important historical figure. Looking back…
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