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

When will the largest bubble in U.S. stock history burst? Analysts: Not afraid of economic recession, the real danger is the Japan-U.S. interest rate differential. https://www.binance.com/en/square/post/15328492107961

Exchange rate uncertainty endangers Japan’s economic stability https://eastasiaforum.org/2024/10/25/exchange-rate-uncertainty-endangers-japans-economic-stability/

Yen carry and US tech: Higher real rates in Japan versus the US and the associated stronger yen would deflate US tech stock valuations, as happened in July and August this year. https://www.ft.com/content/25ce3c6c-5f8e-4250-a163-0cf952914120

Japanischer Nikkei und Yen werden wegen politischer Ungewissheit ins Taumeln geraten https://de.marketscreener.com/kurs/index/NIKKEI-225-4987/news/Japanischer-Nikkei-und-Yen-werden-wegen-politischer-Ungewissheit-ins-Taumeln-geraten-48174228/

BoJ Halloween: BoJ's Ueda keeps door open to year-end hike https://www.xm.com/research/markets/allNews/reuters/bojs-ueda-keeps-door-open-to-yearend-hike-53957762

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

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

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/

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

Ishiba's U-turn on interest rates surprises market: The market is being perplexed by the statement by Ishiba, who had been critical of Abenomics. https://www.japantimes.co.jp/business/2024/10/06/markets/ishiba-interest-rate-remark-surprise/

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