Nikkei 225 WKN: CG3AA4 ISIN: JP9010C00002 Typ: Index

Wege of black swans: „Wer mit dem Yen zu tun hat, ist zurzeit hochnervös“ https://www.capital.de/geld-versicherungen/-wer-mit-dem-yen-zu-tun-hat--ist-aktuell-hochnervoes--34708722.html

Japan’s Economy Shrinks Again as Inflation Hits Consumers’ Pocketbooks https://www.wsj.com/economy/japans-economy-shrinks-again-as-inflation-hits-consumers-pocketbooks-cb7da5b7

The Land Of The Setting Sun: The Currency Crisis Of Japan Has Just Started. The question is, what is the breaking point in the USDJPY pair after which investors start to flee? Moreover, we should remember that monetary authorities have their limits, while markets don’t. It is very likely that the currency crisis of Japan has but just started. https://www.zerohedge.com/economics/land-setting-sun-currency-crisis-japan-has-just-started

Japan’s Households Cut Outlays as Inflation Remains Sticky https://globalinsolvency.com/headlines/japans-households-cut-outlays-inflation-remains-sticky

BOJ Governor Says Early Rate Hike Possible if Prices Rise Faster Than Expected: Bank of Japan Gov. Kazuo Ueda said that he is open to the idea of early interest-rate increases if inflation rises at a faster pace than the bank’s projections. https://globalinsolvency.com/headlines/boj-governor-says-early-rate-hike-possible-if-prices-rise-faster-expecte

Japan Is Now Caught In A Doom Loop https://www.zerohedge.com/markets/japan-now-caught-doom-loop

LCH-JSCC basis turns negative on BoJ policy shift: A pricing gap between long-dated yen interest rate swaps cleared at Japan Securities Clearing Corporation and the same instruments cleared at LCH plunged into negative territory https://www.risk.net/derivatives/7958775/lch-jscc-basis-turns-negative-on-boj-policy-shift

JSCC’s initial margin hit all-time high https://www.risk.net/risk-quantum/7958629/jsccs-initial-margin-hit-all-time-high-in-q3

Yen falls after Bank of Japan sticks with negative interest rates: The Bank of Japan has held off on lifting negative interest rates, sending the yen lower. https://www.ft.com/content/769e2620-c35f-47ae-be25-8bc33b793820

Potential For "Conflicted" Messaging From The Fed Is High, Nomura Warns https://www.zerohedge.com/markets/potential-conflicted-messaging-fed-high-nomura-warns

Der japanische Noritz-Pensionsfonds sieht für 2024 dunkle Wolken https://www.asianinvestor.net/article/japans-noritz-pension-fund-sees-dark-clouds-in-2024/493133

Die Rendite 10-jähriger japanischer Staatsanleihen stieg auf über 0,75 % und erholte sich deutlich von einem Dreimonatstief, nachdem die Äußerungen des Gouverneurs der Bank of Japan, Kazuo Ueda, die Anleger glauben ließen, dass die Zentralbank die Negativzinspolitik früher als erwartet aufgeben könnte. https://tradingeconomics.com/japan/government-bond-yield

Bank of Japan Money Market Survey: "On the lending side, repo transactions increased due to growing bond demand, particularly by non-residents." https://www.boj.or.jp/en/paym/market/data/market2312.pdf

Japan’s deepest economic contraction since pandemic clouds path for BOJ: Japan’s economy shrank at the sharpest pace since the height of the pandemic, an outcome that complicates the policy path for the Bank of Japan amid soaring speculation it is edging closer to scrapping the world's last negative rate regime. https://www.japantimes.co.jp/business/2023/12/08/economy/japan-revised-gdp-shrank-july-september/

China 'not fearful of war' https://www.japantimes.co.jp/business/2023/12/08/economy/japan-revised-gdp-shrank-july-september/