Column: Abolition of YCC, which is highly difficult, BOJ needs to be prepared for paradigm change = Hideo Kumano | Reuters

Hideo Kumano Chief Economist, Dai-ichi Life Research Institute [Tokyo 26th]- Soon the name of the new governor of the Bank of Japan will be revealed. The normalization of monetary policy that person must undertake is likely to be an extremely bumpy road. Perhaps his five-year term will not be enough, and it may take more … Read more

Column: After ‘buying the yen for speculation’, is it a comeback to ‘selling the yen for actual demand’ = Mr. Daisuke Karakama | Reuters

Daisuke Karakama Mizuho Bank Chief Market Economist [Tokyo, 24th]- Looking at the yen position in the IMM currency futures trading, which is often the focus of speculative movements in the foreign exchange market, as of January 17, 2023, it is a net sell of $ 2.24 billion. there is This is the smallest net short … Read more

Outlook for 2023: Yen appreciation called by Japan-US monetary policy “ vector reversal ”, 110 yen = Yasuya Ueno | Reuters

Yasunari Ueno Mizuho Securities Chief Market Economist [Tokyo, 3rd]- The biggest shock to financial markets in 2022 was the monetary policies of the US and European central banks, including the US Federal Reserve Board (FRB). The biggest shock to the financial markets in 2022 was the monetary policy of the US and European central banks, … Read more

Outlook for 2023: The structure of the rising dollar, rising risk of yen appreciation = Osamu Takashima | Reuters

Osamu Takashima Citigroup Securities Chief FX Strategist TOKYO (2nd) – The dollar/yen, which approached 152 yen in October 2022, fell sharply in November following the release of the US Consumer Price Index (CPI), which suggests that inflation has eased. Expectations that the U.S. Federal Reserve (Fed) will ease its pace of monetary tightening have risen … Read more

Angle: Electric power support to Ukraine in winter, Eastern European countries holding the key | Reuters

Vilnius/Warsaw (Reuters) – A giant transformer built in Ukraine in the 1980s and now disused is being dusted and ready to leave here in Lithuania. He will probably head to Romania in the next few weeks and from there return home to Ukraine. On December 21st, a giant transformer, built in Ukraine in 1980 and … Read more

Focus: Weakening dollar/yen repulsion, US interest rate hike slowdown observation Speculation about the Bank of Japan | Reuters

[TOKYO (Reuters)]- The rebound of the dollar/yen has weakened. In addition to speculation that the pace of US interest rate hikes will slow, speculation over the Bank of Japan’s policy revisions weighed on the topside. Although fundamental factors such as Japan’s trade deficit remain in the yen’s depreciation, many in the market are of the … Read more

Russia considers three options, including ban on oil sales Receiving crude oil price cap = local newspaper | Reuters

BEIJING (Reuters) – Russia is weighing three options, including banning oil sales to some countries, to counter oil price caps set by the West on Dec 7, 2020. FILE PHOTO: Vladivostok, Russia, March 3, 2022. REUTERS/Tatiana Meel [7日 ロイター] – Russia is considering three options, including banning oil sales to some countries, to counter oil … Read more

Column: Next year’s Japanese stocks face global recession risk and yen appreciation = Norihiro Fujito | Reuters

Norihiro Fujito, Chief Investment Strategist, Mitsubishi UFJ Morgan Stanley Securities [Tokyo 7th]- Powell, Chairman of the US Federal Reserve Board (FRB), has a wide range of policy stances. Until last year, he consistently repeated his view that “high prices are temporary” and that “we can be patient with rate hikes.” However, signs of change emerged … Read more

Angle: Saudi Crown Prince’s technique for utilizing China, U.S. restraint and unique diplomacy | Reuters

RIYADH (Reuters) – Saudi Arabia’s crown prince seized the opportunity of Chinese President Xi Jinping’s visit to Saudi Arabia this week to consolidate his position as a leader in the Middle East and launch a unique diplomacy that distances him from the United States I’m trying to show you the route. Saudi Arabia’s powerful Crown … Read more

Column: Europe’s suspension of imports of Russian light oil, success or failure in China | Reuters

LAUNCHESTON, Australia (Reuters) – If European nations get serious about banning all imports of Russian oil and refined petroleum products by early next year, the key to success will be Asia, with more Specifically China. 13 Sept. If European nations are serious about halting all imports of Russian crude oil and refined petroleum products by … Read more