BOJ

A stronger yen, BOJ rate hike risk and carry trade unwinds could tighten liquidity and pressure the global market rally in 2026. 

Reflecting on 2024 is the first step to planning for 2025. At the year’s start, the biggest focus was on when the Fed would begin cutting interest rates. After 12 months of ups and downs, the Fed has initiated its rate-cutting cycle, and the attention now shifts to the extent of rate cuts in 2025 […]

Explore the key reasons behind the Bank of Japan’s Yield Curve Control Policy shift, and analyze the impact of this policy adjustment on global markets