Japan Wants Its Wealth Back: What It Could Mean for U.S. Markets

Japan Wants Its Wealth Back: What It Could Mean for U.S. Markets A Japanese market commentator recently posted on X: Japan’s wealth is coming back home. By any means necessary. The Bank of Japan has decided so. Source: Yuto Kanzaki on X. The line is dramatic, but the macro idea is worth taking seriously: if Japanese money is pulled back from overseas assets, U.S. markets may lose an important source of global liquidity. ...

July 19, 2026 · Juliana

Bank of Japan Interest Rate Hike: Market Impact and Risks

Japan’s Interest Rate Hike: A Turning Point for the Economy On January 24, 2025, the Bank of Japan (BoJ) made headlines by raising its short-term policy rate to 0.5%, marking the highest level since 2008. This decision, the third hike in less than a year, signals a significant shift in Japan’s monetary policy and reflects the country’s ongoing battle against decades of economic stagnation. Let’s dive into the details of this historic move and its implications for Japan and the global economy. ...

January 25, 2025 · Juliana