
The yen remains weak despite the BOJ's policy shift
The Bank of Japan is adopting a more hawkish tone, but the USD/JPY remains stuck above 161. MUFG analyzes this worrying discrepancy for Tokyo.
11 articles on yen

The Bank of Japan is adopting a more hawkish tone, but the USD/JPY remains stuck above 161. MUFG analyzes this worrying discrepancy for Tokyo.

Official figures for May show that inflation in Japan is under control, but energy subsidies mask very real underlying pressure.

The dollar is climbing to its highest level in two months as expectations of a Fed rate hike grow. The Japanese yen is taking a hit.

The dollar has paused its rally following the announcement of a major peace agreement. The yen remains stable following the BoJ's rate hike.

Japan's core inflation is expected to remain below 2% for the fourth consecutive month in May 2026. The Bank of Japan sees its target slipping further out of reach.

Tokyo's inflation rate in May came in below expectations. The Bank of Japan may reconsider its plan to raise interest rates in June.

The Bank of Japan has seen its net profit plummet due to higher interest payments on commercial banks' reserves. Positive interest rates are proving costly.

Higher-than-expected U.S. inflation is dragging down Asian currencies. The upcoming meeting between Trump and Xi Jinping is putting enormous pressure on the yuan and the yen.

The yen surged sharply on Monday, dropping from 157.2 to 156 against the dollar in a matter of minutes. Tokyo is taking further action to defend its currency, which is in free fall.

Rising energy prices prompt the Bank of Japan to revise its inflation forecasts upwards. A major turning point for Japanese monetary policy and the yen.

After decades of disappointment, the Japanese market is changing its face thanks to structural reforms and a cyclical recovery. But you need to understand the real issues before you put your money in.