Bank of Japan - MarketMinute

Inflation

Stubborn Inflation Forces Central Banks into a Delicate Balancing Act

Global financial markets are bracing for a pivotal week as persistent inflation data continues to challenge central bank strategies, particularly regarding interest rates. As of October 27, 2025, a clear divergence is emerging among major monetary authorities, with some poised for further rate cuts to stave off economic slowdowns, while

Gold

Monetary Easing Fuels Gold and Silver Rally: Fed's Pivot Sends Precious Metals Soaring Amid Global Uncertainty

The global financial landscape is currently being reshaped by divergent central bank monetary policies, with the Federal Reserve's recent pivot towards easing acting as a significant catalyst for precious metals. As of October 17, 2025, the Fed has initiated a rate-cutting cycle and signaled the imminent conclusion of

Bank of Japan

Bank of Japan Begins Historic ETF Divestment: A New Era for Japanese Equities

The Bank of Japan (BOJ) has embarked on a landmark shift in its monetary policy, officially commencing the sale of its vast exchange-traded fund (ETF) holdings as of September 2025. This move marks a significant departure from over a decade of aggressive asset purchases aimed at stimulating the Japanese economy

Japanese Stocks

Japan's Equity Renaissance: Unpacking a Market in Flux Beyond Outsider Perceptions

The Japanese stock market is currently in the midst of a profound transformation, showcasing robust performance driven by a confluence of political shifts, evolving corporate governance, and a fundamental change in domestic investor behavior. As of October 2025, the Nikkei 225 index has soared past the 48,000-point mark, and

Japanese Stocks

Japanese Stocks Soar to Record Highs Amidst Political Shift, Igniting Global Market Optimism

TOKYO – October 6, 2025 – The Japanese stock market has surged to unprecedented levels, with the benchmark Nikkei 225 index breaching the 48,000-point mark and the broader TOPIX index hitting all-time highs on Monday, October 6, 2025. This historic rally, the most significant daily gain for the Nikkei since April,

Asia-Pacific Real Estate

Asia-Pacific Real Estate Braces for a Tale of Two Markets: U.S. Easing Sparks Optimism, Japan Charts Its Own Course

The Asia-Pacific commercial and residential real estate markets are on the cusp of a significant transformation, driven largely by the anticipated U.S. rate easing cycle. This shift promises a potential resurgence in investment and activity across the region, offering a much-needed boost to developers and investors after a period

Global Economy

Global Economy Braces for Historic Slowdown in 2025 as Trade Tensions Mount and China Exports Deflation

The global economy is on the precipice of a significant deceleration in 2025, with major financial institutions forecasting the slowest growth rates since the 2008 financial crisis, excluding periods of outright global recession. This projected slowdown, largely fueled by escalating trade tensions and a unique wave of deflationary pressures from