‘We’ll Be in These Stocks 10, 20 Years’: Warren Buffett’s $30 Billion Bet Gets a Big Boost as Bank of Japan Raises Rates to 30-Year High

Economic Policy - The Bank of Japan is expected to raise short-term interest rates to 0.75% from 0.5%, marking a significant shift in its monetary policy after decades of near-zero rates [2] - This rate increase reflects Japan's confidence in achieving a sustainable cycle of rising inflation and solid wage gains, with inflation remaining above the BOJ's 2% target for nearly four years [4] Government and Central Bank Alignment - Finance Minister Satsuki Katayama indicated that there is no gap in the economic outlook between the government and the Bank of Japan, suggesting the administration's support for the interest rate hike [3] Investment Landscape - The rate increase raises questions about the future of the yen carry trade and its implications for investors, particularly those following Warren Buffett's investments in Japanese equities [4] - Warren Buffett's investment in Japan has evolved, with Berkshire Hathaway increasing its stakes in Japan's five largest trading houses to nearly 10% each, now valued at over $30 billion, up from $23.5 billion at the end of 2024 [6]