Japan's market pulse centers on inflation running hotter than expected in Tokyo, which strengthens the case for the central bank to keep tightening policy. At the same time, hedge
Japan's market pulse centers on inflation running hotter than expected in Tokyo, which strengthens the case for the central bank to keep tightening policy. At the same time, hedge funds are rebuilding bearish bets against the yen, and government officials are working to reshape the narrative around whether fiscal policy is fueling price pressures. Geopolitical tension adds a layer of noise, with a North Korean missile test making headlines, though the broader rate-path debate remains the main driver for equities and the currency.
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