#BOJHikesRatesTo31YearHigh
BOJ HIKES TO A 31-YEAR HIGH.
Japan just pushed rates further into territory an entire generation of traders has never experienced.
25bp hike → 1.25%
Highest policy rate in 31 years.
The hike itself was expected. The bigger question is what happens next.
For Korea, the transmission chain matters:
BOJ → JPY → JGB yields → carry trades → global liquidity → foreign flows → KOSPI
And yet Korean equities remain strong today.
That divergence is worth watching.
The hike was priced in. The next BOJ move may not be.
#BoJ #KOSPI #Japan #Bonds #Korea
"Bank of Japan hikes rates to 31-yr high amid growing inflationary risks"
investing.com/news/economy-n…
BOJ HIKES TO A 31-YEAR HIGH.
Japan just pushed rates further into territory an entire generation of traders has never experienced.
25bp hike → 1.25%
Highest policy rate in 31 years.
The hike itself was expected. The bigger question is what happens next.
For Korea, the transmission chain matters:
BOJ → JPY → JGB yields → carry trades → global liquidity → foreign flows → KOSPI
And yet Korean equities remain strong today.
That divergence is worth watching.
The hike was priced in. The next BOJ move may not be.
#BoJ #KOSPI #Japan #Bonds #Korea
"Bank of Japan hikes rates to 31-yr high amid growing inflationary risks"
investing.com/news/economy-n…
