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Japan Trade Deficit Widens to 406.9 Billion Yen as Yen Hits 40-Year Dollar Low and Record Trade-Weighted Rate

businessmacroeconomicsworldjapan 26 posts · 12 accounts

Japan’s trade deficit widened to 406.9 billion yen, more than three times the 120 billion yen consensus forecast, as the yen fell past 163 per dollar to a 40-year low against the U.S. dollar. The Bank of Japan’s nominal effective exchange rate index also hit a record low, tracking the currency’s decline across a broad trade-weighted basket of roughly 60 currencies.

The broad trade-weighted decline raises import costs from a wider range of trading partners, intensifying imported inflation pressures and raising expectations for faster Bank of Japan policy tightening. The central bank recently hiked rates to a 31-year high of 1%, while imports surged 25.4%, compounding the economic strain from a wide U.S. interest rate gap and elevated oil prices.

From the sources (25 posts)

@firstsquawk

YEN SLIDES BACK TO WEAKEST SINCE 1986, TOUCHES 162.89 VS USD

@hedgeye

BREAKING: Yen hits weakest level versus U.S. Dollar since 1986

@bulltheoryio

🚨 JAPAN HAS A SERIOUS PROBLEM USD/JPY is back at 162.7, a very dangerous level. On June 16, the BOJ raised rates to 1%, the highest since 1995. Normally that strengthens a currency but the yen barely moved. Before that, in April and May

@ft

Investors fear Japanese bond bets risk becoming new ‘widow-maker trade’

@business

The yen weakened past 163 per dollar for the first time since 1986, raising the risk of intervention by authorities to prop up the currency

@firstsquawk

Japan announces a 300 billion yen sale of 40-year government bonds.

@firstsquawk

Japanese 30-year bond yields edge higher by 1.5 basis points to 3.9%.

@firstsquawk

5-YEAR JGB YIELD CLIMBS 2.0 BASIS POINTS TO 1.960%.

@firstsquawk

The 40-year JGB yield increases to 3.895%, up 0.5 basis points.

@barchart

Japan's long-term borrowing costs are now at the highest levels this century 🚨 🚨

@firstsquawk

The 10-year JGB yield increases to 2.750%, up 3.0 basis points.

@firstsquawk

Japan's 40-year JGB yield climbs 2 basis points to 3.910%.

@firstsquawk

Japan's 2-year JGB yield hits a nearly 30-year high of 1.49%, up 5 basis points, the highest since May 1995.

@firstsquawk

Japan's 2-year government bond yield climbs 6 bps to 1.50%, reaching its highest level since May 1995

@firstsquawk

5-year Japanese government bond yield advances 4 basis points to 2.00%.

@marketnews_feed

JAPAN'S 2-YEAR JGB YIELD HITS A NEARLY 30-YEAR HIGH OF 1.49%, UP 5 BASIS POINTS, THE HIGHEST SINCE MAY 1995. ...

@barchart

BREAKING 🚨: Japan Japan's 2-Year Bond Yield soars to 1.5%, the highest level in more than 30 years 🤯 👀

@firstsquawk

Japan Finance Minister Katayama says he will not comment on specific forex levels.

@financialjuice

Japan Finance Minister Katayama: prepared to take decisive steps on forex if necessary

@firstsquawk

Japan's Finance Minister Katayama reiterates readiness to take decisive measures in the forex market as needed.

@goldtelegraph_

Japan’s finance minister is warning that authorities stood ready to take “appropriate and bold action” to defend the yen. Well...

@business

While the yen’s plunge to a four-decade low against the dollar has dominated headlines, a broader gauge of the currency’s strength is sending an equally worrying signal for Japan

@reuters

US-Iran tensions underpin dollar as yen nears 40-year low

@globalmktobserv

⚠️The Japanese Yen weakness is spreading FAR BEYOND the US Dollar: The Bank of Japan's nominal effective exchange rate index has fallen to the lowest level on record. This tracks the Yen against a broad, trade-weighted basket of ~60 curre

@barchart

BREAKING 🚨: Japan Japanese Yen just fell to its weakest level against the U.S. Dollar in 40 years 🤯 👀

Preview built on a synthetic news corpus (16 weeks, Apr–Jul 2026). Impact calls are model reads, not price data.

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