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    1. February 27, 2015

      Japan flirts with return to deflation

      Japan is flirting with a return to deflation after the annual pace of price increases fell to just 0.2 per cent in January,...

    2. February 25, 2015

      Dollar bulls take a break

      Has Janet Yellen marked a turn — albeit, perhaps short-term — for the dollar rally? Traders infer from the Federal Reserve...

    Special Reports

    1. Foreign Exchange 2013

      After long months in the dark, currencies are coming back into the light...
    2. Foreign Exchange April 2012

      US dollar: The past four years have taken their toll and most strategists are wary of ...
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    1. FT Alphaville

      February 23, 2015

      Is Japan in danger of a "fiscal crisis"?

      About 20 years ago or so, it started becoming fashionable to conclude that the Japanese government’s borrowing costs were...

    2. beyondbrics

      February 20, 2015

      Guest post: Korea threatened by Japan-led deflation

      By Ronald Man, HSBC The Japanese yen has lost almost 50 per cent of its value against the US dollar since late 2012. Few...

    3. February 18, 2015

      Bank of Japan upbeat on economy

      Bank of Japan governor Haruhiko Kuroda dismissed concerns that a falling yen could hurt the country’s economy as he kept...

    4. beyondbrics

      February 17, 2015

      The four potential crises stalking EM

      With US interest rate hikes likely this year, EM markets may be catapulted into four separate currency, sovereign or banking...

    5. February 17, 2015

      Don’t expect big rise in JGB yields

      The Bank of Japan will deliver its latest monetary strategy decision on Wednesday. Consensus is for no shift in policy....

    6. February 16, 2015

      Japan: easing questions

      Expect much sucking of teeth and cocking of heads at the Bank of Japan’s two-day policy meeting, which ends on Wednesday...

    7. February 16, 2015

      Japan’s exit from recession lacks momentum

      Japan’s economy emerged from recession in the fourth quarter of 2014, but even after two years of Abenomics is still...

    8. February 15, 2015

      Not everyone believes in Disneyland Nikkei

      Japan’s stock market has become the financial equivalent of Disneyland. On October 31 2014, the Bank of Japan threw a...

    9. February 5, 2015

      Abenomics architects tighten grip on Bank of Japan

      The architects of Abenomics have tightened their hold on the Bank of Japan by nominating a supporter of aggressive monetary...

    10. FT Alphaville

      February 2, 2015

      US Treasury yields and shrinkage, sovereign bond availability edition

      Sometimes the simplest explanation is the only one needed, and in economics it doesn’t get much simpler than supply and...

    11. Gavyn Davies

      February 1, 2015

      How negative can interest rates go?

      As global bond yields plumb new depths, an unprecedented experiment in monetary policy is underway in two small countries in...

    12. January 30, 2015

      Japan inflation slows further

      Core inflation in Japan fell further last month to just 0.5 per cent year-on-year, as plunging oil prices offset the effects...

    13. January 30, 2015

      Wall Street slides as US growth slows

      Friday 21:00 GMT. Global stocks and core government bond yields were lower heading into the weekend as worries over US and...

    14. January 30, 2015

      Japan equities climb 1% after mixed data

      Tokyo markets are climbing 1 per cent as investors digest a raft of mixed data released just before the opening bell. New...

    15. January 29, 2015

      Falling oil prices prompt central bankers to reconsider

      Only a few months ago, the 2015 outlook for monetary policy could be summarised in two words: “great divergence”. This was...

    16. January 29, 2015

      It’s the season for a stronger yen

      It’s the end of the week and time for an important piece of US jobs data. No, not the non-farm payrolls report due on...

    17. FT Alphaville

      January 28, 2015

      China's currency war problem won't just go away

      Pretty obviously — with ECB QE, a presumed resultant euro funded carry trade, and all sorts of central banks rushing to cut...

    18. January 23, 2015

      Gold gains lustre on haven status

      Every January an asset comes into favour, making gains as sentiment flips with the calendar. As was the case a year ago,...

    19. Gavyn Davies

      January 23, 2015

      Mr Draghi finally delivers

      And then there were none. On Thursday, the European Central Bank became the last of the major central banks to announce a...

    20. January 22, 2015

      Why ECB action is likely to stoke global currency wars

      Will quantitative easing by the European Central Bank succeed? Here’s a tip: watch the euro. Although Mario Draghi,...

    21. January 22, 2015

      Mario Draghi prepares to unveil easing proposals

      The European Central Bank is on Thursday set to follow the lead of the US Federal Reserve, the Bank of Japan and the Bank of...

    22. January 21, 2015

      Pound hits day-low as MPC loses its hawks

      Sterling fell back toward the $1.50 level against the dollar on Wednesday after two Bank of England policy makers dropped...

    23. January 21, 2015

      Japan central bank slashes inflation forecasts

      The Bank of Japan has slashed its inflation forecast for the year beginning this April to just 1 per cent, down from the 1.7...

    24. January 21, 2015

      Stocks bolstered by ECB QE optimism

      Wednesday 21:00 GMT. A further round of G10 central bank surprises dominated market action in the wake of last week’s Swiss...

    25. January 20, 2015

      Four reasons why QE will be different in the eurozone

      After much hesitation, the European Central Bank is at last expected to fall in line with the world’s other big central...

    26. January 20, 2015

      What to look out for from the BoJ

      It is less than three months since the Bank of Japan shocked financial markets with a dramatic expansion of monetary easing....

    27. January 19, 2015

      Macro managers seek return of volatility

      If the holy mantra of macro hedge fund managers is “don’t fight the Federal Reserve”, their investment performance of recent...

    28. January 19, 2015

      BoJ under pressure to review inflation forecast

      On the stroke of 3.30pm each working day a stirring tune is piped around the Bank of Japan. Employees within the dingy,...

    29. FT Alphaville

      January 14, 2015

      What is the relationship between inflation and investment?

      Conventional wisdom says that businesses adjust their investment spending according to changes to the cost of capital....

    30. January 14, 2015

      Inventories shrink as BoJ’s bond appetite grows

      In a global race to the bottom, few can keep up with Japan. The 10-year government bond of the most indebted major sovereign...

    31. January 13, 2015

      Government borrowing costs tumble

      Government borrowing costs tumbled on Tuesday as the spectre of exceptionally low inflation, driven downwards by the...

    32. January 8, 2015

      Japan public optimism for economy hits 2-year low

      Public optimism over the Japanese economy sunk to a two-year low in the run-up to last month’s election, underlining the...

    33. January 6, 2015

      Global rout drives down Japan government bond yields

      Investors clamouring for government bonds to flip to Japan’s central bank bought long-term debt at a record-low yield as a...

    34. December 30, 2014

      Bet on rising renminbi still a safe one

      A year ago, many hedge funds were congratulating themselves on one of their better ideas: borrowing cheap yen and investing...

    35. December 26, 2014

      Japan inflation slips to 14-month low

      Inflation in Japan dropped to a 14-month low in November, in what policy makers hope will be a temporary lull caused by the...

    36. December 23, 2014

      The ‘Great Rotation’ remains elusive

      Whatever happened to the “Great Rotation” — and will the move back into higher-yielding equities from lower-yielding bond...

    37. December 22, 2014

      Oil’s fall may prompt BoJ easing

      It is a very merry Christmas from Tokyo Electric Power. Last week, Japan’s biggest utility by service area said that the...

    38. December 19, 2014

      A falling oil price is good for the world economy

      Lower oil prices are not a good thing for Vladimir Putin, Russia’s president: that much is clear. But what about for...

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