Sage Investment Club

Analysis: Bank of Japan’s yield curve control in danger as policy backfires

BOJ’s hope to buy time with wider yield band backfiresBoard to debate market distortions at Tuesday-Wednesday meetingMany in BOJ prefer to stand pat, some open to tweak – sourcesDec inflation seen hitting 4.0%, more pressure for BOJTOKYO, Jan 16 (Reuters) – The Bank of Japan (BOJ) is under pressure to change its interest rate policy […]

China consumer inflation accelerates in Dec; PPI falls with soft demand

BEIJING, Jan 12 (Reuters) – China’s annual consumer inflation rate accelerated in December, driven by rising food prices even as domestic demand wavered amid restrained economic activity.Economists expect inflation to continue to pick up in the first quarter of 2023.The consumer price index (CPI) in December was 1.8% higher than a year earlier, rising faster […]

Japan’s Nov real wages fall most in 8 years, defying BOJ objective

Real wages fall for eighth straight months – govtWage growth lags surging cost-push inflationPolicymakers seek wage growth to support inflationBOJ action may depend on strength of wage growth – analystTOKYO, Jan 6 (Reuters) – Japan reported on Friday its worst real-wage decline in more than eight years, with November data highlighting the elusiveness of the […]

BOJ to raise forecasts for key inflation gauge – sources

BOJ likely to raise 2022, 2023 ‘core-core’ price forecastsBoard may slightly upgrade inflation forecast for fiscal 2024Upgrade unlikely to trigger immediate rate hike – sourcesWage hike key to timing of policy normalisationTOKYO, Jan 5 (Reuters) – The Bank of Japan is putting more emphasis on an inflation gauge that excludes fuel costs, and will likely […]