The Bank of Japan's policy rate sits at 75% after ending negative rates in 2024 with expectations for one to three more 25 basis point hikes this year, pushing rates toward 1% to 1 and a4%. Goldman Sachs sees the topics up over 10% in the next 12 months, while some Nikkay targets aim for 52,000 to 55,000 by year end on 8 to 9% earnings growth. The bull case hinges on wage growth above 5% in Shunto negotiations and GDP around 1% reinforcing recovery.If rate hikes happen, Japanese financials win from wider ma ...

Forget Greenland. Investors should be paying attention to the Japanese government bond market. While this is going to be an important story all year, I think there's no need to panic.This chart shows the yield on 30-year Japanese government bonds. They've been trending up for a while, but as you can see, they suddenly spiked on Monday. That's because of some of the pledges that the prime minister has been making.Japan has a new prime minister, Sonai Tagichi, and she is known as a very strong advocate for go ...