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08.09.26 - 09:27
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Yen und Japans Zinswende: Was Tech-Anleger jetzt wissen müssen (Der Aktionaer)
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Die japanischen Löhne auf dem höchsten Stand seit 1997, angehobenes Wachstum, ein zu 98 Prozent eingepreister Zinsschritt. Die entscheidende Zahl steht aber nicht in Tokio, sondern auf der Zinskurve: 2,90 Prozent für zehnjährige japanische Anleihen. Was das für lange Wachstumsgeschichten von Technologieaktien bedeutet....
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08.09.26 - 08:24
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Hong Kong stocks face double threat: US inflation and yen carry-trade risks (SCMP)
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Hong Kong and mainland Chinese stocks face a high-stakes week as investors navigate US inflation data, a strengthening Japanese yen and looming monetary policy decisions by two of the world's most influential central banks.
Friday's consumer price index in the United States will take centre stage, with the report arriving just ahead of the Federal Reserve's policy meeting next week. With Fed Chair Kevin Warsh already signalling a strong emphasis on curbing inflation, market analysts believe a......
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08.09.26 - 08:12
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Yen′s Fundamentals ′Different This Time Around,′ Natixis Says (Bloomberg)
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There is room for a "lot of movement" for the yen, according to Trinh Nguyen, senior economist for emerging Asia at Natixis. "The reshoring of not just Japanese investors, the hiking of interest rates, and also on top of that, the fact that JGB yields are very, very attractive and the yen is undervalued," Nguyen explains. "All these factors I think means that this time it really is different." (Source: Bloomberg)...
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