Vi e w p o i n t | 23 Dec 2025 04:21:39 ET │ 16 pages Japan Economics Prospects for 2026：Will seeds of destabilization emerge amidst stability? CITI'S TAKE We expect Japan's GDP to grow at above-trend +1.0% in 2026, demonstrating resilience (albeit down modestly from +1.3% growth in 2025). As headline inflation temporarily falls below 2% and strong wage growth continues, headwinds facing purchasing power of consumers look likely to ease. We expect this situation to allow pass-throughs of rising costs to ser ...

Bloomberg The bearish chorus on the yen is growing louder after the Bank of Japan’s latest interest rate hike failed to deliver a sustained lift to the currency, reinforcing views that there’s no quick fix for its structural weakness. Strategists at JPMorgan Chase & Co., BNP Paribas SA and other firms see the yen weakening to 160 per dollar or beyond by the end of 2026, driven by still-wide US-Japan yield gaps, negative real rates and persistent capital outflows. The trend will likely persist as long as ...

Vi e w p o i n t | 23 Dec 2025 04:21:39 ET │ 16 pages Japan Economics Prospects for 2026：Will seeds of destabilization emerge amidst stability? CITI'S TAKE We expect Japan's GDP to grow at above-trend +1.0% in 2026, demonstrating resilience (albeit down modestly from +1.3% growth in 2025). As headline inflation temporarily falls below 2% and strong wage growth continues, headwinds facing purchasing power of consumers look likely to ease. We expect this situation to allow pass-throughs of rising costs to ser ...

The Bank of Japan raised its benchmark interest rate to the highest level in 30 years. BOJ Governor Kazuo Ueda said the policy board unanimously decided to increase the rate by 0.25 percentage points to 0.75%, citing growing confidence in the economic outlook. Shortly after the statement, the yen weakened to around 156 per dollar, indicating the market had fully priced in the rate hike. ...

Join our daily newsletter At The Bell to receive exclusive market insightsASX today – Australian shares are up for the first time this week, finally following Wall Street’s lead to add +0.5% in futures. Over in the U.S., things have been relatively green all week, and jumped again on November’s CPI release.Listen to the HotCopper podcast for in-depth discussions and insights on all the biggest headlines from throughout the week. On Spotify, Apple, and more.That market-moving U.S. economic print saw core con ...

Global stock markets slide: Asian and European stock markets traded mostly lower on Tuesday as investors pulled back ahead of crucial U.S. employment and inflation data. Weakness in technology stocks led the decline, while caution grew over the future path of global interest rates. U.S. stock futures pointed lower early Tuesday. S&P 500 futures fell 0.5%. Dow Jones Industrial Average futures slipped 0.3%. Investors are positioning ahead of economic reports that could influence the Federal Reserve’s next pol ...

December 12, 2025 03:08 PM GMT G10 FX Strategy | Global EUR/USD may re-test its previous highs should US labor market data disappoint and President Lagarde fail to explicitly push back on hike expectations from the ECB. JPY View: Neutral | Skew: Bullish We closely monitor upcoming US labor market data next week. Any further weakness in US labor market data can open the door for USD/JPY to go 150.00, as we expect the BoJ to express further normalization at the upcoming December MPM. Our Latest Views Morgan S ...

NEW YORK (AP) — Wall Street drifted through a quiet day of trading on Monday, ahead of economic reports this week that could drive where interest rates go. The S&P 500 slipped 0.2%, though the majority of stocks within the index rose. The Dow Jones Industrial Average dipped 41 points, or 0.1%, and the Nasdaq composite fell 0.6%. Helping to keep indexes in check were stocks in the artificial-intelligence industry, which were mixed following last week’s scary swings. Nvidia, the chip company that’s become ...

The Bank of Japan is moving to raise its policy rate at the Dec. 18-19 monetary policy meeting with a 25-basis-point increase from 0.5% to 0.75% emerging as the leading option, Nikkei has learned. This would be the first hike since January 2025 and will lead to a level not seen since 1995. https://t.co/c0llUnfDKD ...

The Bank of Japan will raise its policy interest rate next week, resuming the hiking cycle for the first time since January, according to a Bloomberg survey of BOJ watchers https://t.co/XlGhrd3wQr ...