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

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

Japan *JUST* Crashed the *GLOBAL* Stock Market. https://www.chaindesk.ai/zh-tw/tools/youtube-summarizer/japan-just-crashed-the-global-stock-market-mCp0LJzNN1M

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.

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/