Selected Tag: yen
Selected Tag: yen

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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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

Duvvuri Subbarao on India’s Growth, Inflation Targeting and Centre–State Faultlines
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