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Natixis Investment Managers raised Japanese equity allocations while paring US exposure, citing robust economic growth and corporate earnings leverage. The shift follows Japan's 10-year bond yield re…
USDJPY slipped slightly by 0.05% while the broader JPY basket strengthened 0.41% and Nikkei 225 gained 1.16%, indicating mild yen strength amid positive Japanese equity sentiment.
USDJPY dips slightly 0.06% while JPY basket strengthens 0.37% and Nikkei 225 climbs 1.47%, indicating mild yen strength amid positive Japanese equity sentiment.
USDJPY shows minor decline of 0.06% while broader JPY basket strengthens 0.35% and Nikkei 225 rises 1.51%, indicating mixed yen sentiment amid Japanese equity strength.
Citi warns a deeper TOPIX correction toward 3,600 could trigger sharp USD/JPY declines, but reduced yen sensitivity since 2025 and a bullish Japanese equity outlook make this scenario unlikely near-t…
BofA flags three August risks for Japanese equities: rising oil prices, a hawkish Fed, and unwinding of crowded yen/AI positions. Tech valuations face pressure, though stocks may recover by year-end.
Japan's 40-year government bond yield hit 4.01% as inflation fears and rising oil prices pressure the Bank of Japan to tighten policy faster, despite political hesitancy.