NIKKEI 225 WKN: CG3AA4 ISIN: JP9010C00002 Forum: Indizes Thema: Hauptdiskussion

Inside Nomura’s European equities rebuild: The yen carry trade, where low Japanese interest rates saw market participants borrow cheap yen to fund equity investments in Japan and abroad, came unstuck.. https://www.risk.net/markets/7960047/inside-nomuras-european-equities-rebuild

Hedge funds warming to yen caught out by biggest drop in 15 years https://www.japantimes.co.jp/business/2024/10/08/markets/hedge-funds-yen-buy/

Record outflow from Japan equity funds https://www.isabelnet.com/flows-to-japan-equities/

Japanese stocks and the yen are expected to fall while longer-dated domestic government bond yields are seen rising as exit polls suggest Prime Minister Shigeru Ishiba's coalition is set to lose its parliamentary majority in Sunday's election. https://www.investing.com/news/economy-news/japans-nikkei-and-yen-set-to-lurch-on-political-uncertainty-3684721

JPMorgan, Yuxuan Tang: Angesichts der sich entwickelnden globalen Zinslandschaft und der spezifischen Merkmale jeder Finanzierungswährung müssen Investoren möglicherweise selektiver vorgehen, was das Eingehen von Währungsrisiken im Rahmen ihrer Finanzierungsstrategien betrifft.

As forex markets await political shocks, one tipping point could lead to a 'catastrophic trade' that unwinds markets https://www.businessinsider.com/forex-dollar-yen-trade-unwind-tipping-point-currency-markets-2024-10

Risk-on: Yen Carry Trade feiert ein Comeback dank Ishiba https://finanzmarktwelt.de/risk-on-yen-carry-trade-feiert-ein-comeback-dank-ishiba-324904/

Powell Says Fed Not in Hurry to Cut Rates Quickly. The yen is leading losses among Group-of-10 currencies as Powell discusses the Fed’s November meeting.

Abhängigkeit ausgewählter Länder vom durch die Straße von Hormus transportierten Öl : Japan ist zu 78 Prozent vom durch die Straße von Hormus transportiertem Erdöl abhängig. Die Straße von Hormus ist die für den weltweiten Ölexport wichtigste Schifffahrtsstraße. https://de.statista.com/statistik/daten/studie/1057678/umfrage/abhaengigkeit-ausgewaehlter-laender-vom-durch-die-strasse-von-hormus-transportierten-oel/

Ishiba has expressed support for the Bank of Japan's moves to raise interest rates from their near-zero level. Asian markets have had a wild start to the week, with Tokyo's Nikkei 225 index tumbling nearly 5%. The Nikkei closed 4.8% lower at 37,919.55. https://abcnews.go.com/US/wireStory/japans-stocks-slump-after-prime-minister-election-shanghai-114341743

https://port.jpx.co.jp/jpx/template/quote.cgi?F=tmp/e_popchart&QCODE=101.555/O

New Japan cabinet: Kato to be named finance minister, Iwaya as foreign minister https://asia.nikkei.com/Politics/Japan-s-new-PM/New-Japan-cabinet-Kato-to-be-named-finance-minister-Iwaya-as-foreign-minister

USD/JPY Weekly Forecast: Yen Soars as BoJ Rate Hike Looms https://www.forexcrunch.com/blog/2024/09/28/usd-jpy-weekly-forecast-yen-soars-as-boj-rate-hike-looms/

Japanischer Yen FX Futures https://de.investing.com/currencies/jpy-futures

What the yen carry trade unwind could mean for markets and the Fed https://www.wellington.com/en-us/institutional/insights/the-yen-carry-trade-unwind