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。
The Yen Intervention Crossroads — A High-Stakes Game of Credit and Inflation
円買い協調介入の岐路 — 信用とインフレが交錯する高リスクな攻防戦 Background: US-Japan Joint Defending Yen In recent days, the global foreign exchange market has witnessed a rare and dramatic chapter: a coordinated joint intervention by the U.S. and Japanese authorities to support the Japanese Yen (JPY). This move marks a critical turning point in global macroeconomics, pulling the currency back from the…
Saizeriya and Japan’s Inflation Cycle, first Menu Price increase in 29 years. サイゼリヤと日本のインフレサイクル：29年ぶりのメニュー価格改定がもたらす巨大な営業レバレッジ
Saizeriya’s Q3 FY2026 Results:Strong Growth Numbers,Potential Menu Price Hike to Release Operating Leverage . Background: In the 30 years deflationary environment in Japan, Saizeriya has kept menu price unchanged for 26 years. From September 2026, Saizeriya will increase menu price. As Saizeriya managment in the past few earnings quarters reiterated, they would keep price unchanged…
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…
CYJ株式会社 