Selected Tag: Yen
Selected Tag: Yen

The Importance of Fiscal Prudence: Lessons from the Yen’s Depreciation

The yen got hammered, and the takeaway for India is that strong fundamentals and domestic debt alone cannot protect a currency. What India needs is to focus on fiscal discipline.

Deepa Vasudevan

August 4, 2026 at 3:19 PM IST

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Yen Intervention Raises Spectre of a Plaza Accord Remake

Coordinated yen intervention may check Japan’s currency slide, but a carry-trade unwind could amplify volatility across stretched global markets.

Sanjay Mansabdar

August 3, 2026 at 4:22 AM IST

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Should the Bank of Japan Raise Interest Rates?

Raising rates will strengthen the yen which is at a 40-year low against the dollar, but whether the move will benefit Japan remains to be seen.

Koichi Hamada

July 13, 2026 at 7:36 AM IST

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Japan’s Bond Shock Isn’t a Crisis — But It May Be a Warning Shot

Japan’s bond shock isn’t a collapse, but a warning that fiscal credibility, safe assets and global rate stability can no longer be taken for granted.

R. Gurumurthy

January 21, 2026 at 3:29 PM IST

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The Yen’s Regime Change from Monetary Tool to Fiscal Currency

Japan's yen transitions from interest-rate currency to fiscal barometer as central bank intermediation recedes and sovereign risk resurfaces

Chandrika Soyantar

January 19, 2026 at 11:10 AM IST

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The Yen Carry Trade, a Piano and Trump’s World View

From the Plaza Accord to the yen carry trade, Japan’s monetary history shaped global finance—and helped forge Trump’s tariff-driven worldview rooted in 1980s economic anxieties.

TK Arun

December 31, 2025 at 7:32 AM IST

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Via WikiCommons

How Three Invisible Layers of the Yen Carry Trade Shape Global Capital Flows

The yen is more than a currency. Its carry trade links monetary policy to global liquidity, risk sentiment, and cross-border capital movement, including India.

Chandrika Soyantar

December 26, 2025 at 9:44 AM IST

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Why the Dollar Is Quietly Winning Again

Political turmoil in Europe and Japan, and a genuine US productivity revival, are fuelling a dollar rebound few expected.

Yield Scribe

October 13, 2025 at 5:02 AM IST

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Briefing

Currencies Under Siege as Fiscal Dominance Takes Hold

When fiscal dominance weakens central banks, the first casualty is often currency stability. The rupee’s path today echoes the struggles of the yen and yuan.

V Thiagarajan

September 26, 2025 at 6:56 AM IST

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Plaza Accord at 40: A Time Capsule of Macroeconomic Diplomacy

Forty years after the Plaza Accord tamed an overvalued dollar, can Washington still bend currencies to its will in a multipolar, fast-moving financial world?

R. Gurumurthy

September 22, 2025 at 1:44 PM IST

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The Bureau

The Foster Mother of Lodhi Garden
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