Podcasts about Bank of Japan

In this conversation, Liz Ann Sonders and Kathy Jones discuss the current state of the markets, focusing on the implications of tariffs, global economic influences, and the dynamics of the bond market. They explore evergreen strategies for navigating market volatility, emphasizing the importance of disciplined investment approaches. The discussion also touches on inflation expectations, the Federal Reserve's policies, and insights into the potential risks and opportunities for investors.You can read Kathy and Collin's article about the fixed income markets here: "The Bond Market in 2026: What Could Go Wrong?"On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.Currency trading is speculative, very volatile and not suitable for all investors.The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Diversification, asset allocation, and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.Rebalancing may cause investors to incur transaction costs and, when a non-retirement account is rebalanced, taxable events may be created that may affect your tax liability.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions(0126-1900) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc

Daily Snippet vom 19.12.2025 Historische Warnung: Ein Blick in den Rückspiegel verrät: Wenn die Bank of Japan solche Schritte macht, bluten oft die Krypto-Märkte (teilweise -25% Korrekturen). Aber ist es diesmal wieder so, oder war alles eingepreist? Wir analysieren die aktuelle Lage und den Yen/Dollar-Kurs, damit du nicht in Panik verfällst, sondern vorbereitet bist. Signal vs. Lärm – jetzt im Audio. —— Hier geht es zum Blog: https://www.julianhosp.com/de/blog/daily-snippet-19-12-2025 —— Folge mir für ehrliche Finanz-Einblicke!  Montag bis Freitag: Dein persönliches Finanz-Audio. Kompakt, klar und mit den wichtigsten Marktinfos für deinen Vorsprung: 

Singapore shares inched higher today to track gains seen across Asia. The Straits Times Index was up 0.15% at 4,577.44 points at 3.11pm Singapore time, with a value turnover of S$749.75M seen in the broader market. In terms of counters to watch for today, we have Stoneweg Europe Stapled Trust. That’s after the managers of Stoneweg Europe Stapled Trust said it has entered into an agreement to divest a non-core office property in Italy for a consideration of 34 million euros (S$51.4 million). Elsewhere, from how the Bank of Japan hiked interest rates to a 30-year high of 0.75 per cent, to how US President Donald Trump’s administration has reportedly launched a review that could result in the first shipments to China of Nvidia’s second-most powerful AI chips, more international headlines remained in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Kenneth Goh, Director, Private Wealth Management, UOB Kay Hian.See omnystudio.com/listener for privacy information.

Join host Elizaveta Gridneva as she sits down with Nicholas Ng of Daiwa Asset Management to unpack Japan's potential shift toward higher interest rates. Together, they explore what a BOJ hike could mean for yields, market sentiment, and the strategies investors across Japan and the Asia-Pacific region are gravitating toward.

In der 44. Kalenderwoche stehen unter anderem die Veröffentlichungen der Zahlen zum dritten Quartal von der Deutschen Bank und VW auf der Agenda. Doch ein dominantes Thema werden in der anstehenden Woche die großen Notenbanken sein, denn gleich drei davon halten ihre Zinssitzungen ab. Weshalb sich die Lage von Federal Reserve, EZB und Bank of Japan fundamental voneinander unterscheidet, welche Drahtseilakte insbesondere die Fed zu bewältigen hat und welche geldpolitischen Entscheidungen zu erwarten sind, erläutert Martin Pirkl, Währungspolitischer Korrespondent, im Gespräch mit Franz Công Bùi, der im Anschluss daran gemeinsam mit Sabine Reifenberger weitere Themen und Ereignisse vorstellt, die in der kommenden Woche wichtig werden.

Tariff threats reentered the conversation on Friday from President Trump. Charles Schwab's Michelle Gibley talks about what makes the rare earth-centric conversations between Trump and China's Xi Jinping so critical to the future of a trade deal. Michelle tells U.S. investors to watch the Bank of Japan's interest rate story, highlighting key distinctions between the two countries and the market paths they present. Cooper Howard offers a big picture perspective of the municipal bond market as volatility ramps higher.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Politics continue to take centre stage, with the shocking LDP election result in Japan and the resignation of the French Prime Minister after less than 4 weeks in office. The EUR has weakened as a result, while USD/JPY has surged. We discuss the main policy features of ‘Sanaenomics', the implications for the BOJ, and what to expect from the political developments in France. Our guest speaker, Samira Fazili, Managing Director, US Public Policy & Government Affairs, shares her take on how and when the US government shutdown could end. Chapters: US: 02:12, Japan 13:57, Asia: 20:06, Europe: 21:43.

For the first time ever, the Bank of Japan is selling stocks out of its vast portfolio. The announcement shocked the markets though mostly the media. Is this what it seems to be, or does the Japanese government have a trick up its sleeve? A crystal clear answer can be found among Japan's households as this is one of the best examples ever of modern "monetary" policy. Eurodollar University's Money & Macro Analysis---------------------------------------------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider---------------------------------------------------------------------------------------------------------------------BoJ Statementhttps://www.boj.or.jp/en/mopo/mpmdeci/mpr_2025/k250919a.pdfBloomberg BOJ Unveils ETF Sales Plan, Keeps Door Open for October Hikehttps://www.bloomberg.com/news/articles/2025-09-19/boj-keeps-rates-steady-as-ishiba-s-departure-adds-to-uncertaintyBloomberg Long Bonds Are a Buy as Contagion Fears Ease, TS Lombard Sayshttps://www.bloomberg.com/news/articles/2025-09-19/long-bonds-are-a-buy-as-contagion-fears-ease-ts-lombard-saysMoneyWise Rice prices have skyrocketed in Japan — and farmers warn that ‘everyone who eats' that disaster could be nearhttps://finance.yahoo.com/news/rice-prices-skyrocketed-japan-farmers-172500461.htmlhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Het zit nog altijd tegen bij Apple, maar het kan nu een klein succesje noteren. De fans stonden ouderwets weer voor de deur van de Applestores om als eerste een van de nieuwe iPhone te bemachtigen. Kan dat de weg terug omhoog inzetten voor het bedrijf? Dat gaan we deze aflevering voor je uitzoeken. Verder hoef je niet meer op Italië te letten als je op zoek bent naar een Europese zondebok. Het land krijgt een upgrade van kredietbeoordelaar Fitch en met een begrotingstekort ver onder het Franse mag Giorgia Meloni trots zijn op haar huishoudboekje. Goed nieuws voor de banken in het land, die volgens Bob Homan van ING Investment Office nog best een ritje te maken hebben. Verder bespreken we de steeds vriendelijker beurswaakhond SEC die deze week meerdere keren de kop op stak. Wat betekent een toezichthouder die met bedrijfsbesturen knuffelt voor beleggers? En waar heb je meer aan: een waakhond, of een schoothondje? En we blikken terug op de week met de Chinese aanval op Nvidia, een teleurgestelde Mario Draghi, en de eerste renteverlaging van het jaar in de VS.See omnystudio.com/listener for privacy information.

Het zit nog altijd tegen bij Apple, maar het kan nu een klein succesje noteren. De fans stonden ouderwets weer voor de deur van de Applestores om als eerste een van de nieuwe iPhone te bemachtigen. Kan dat de weg terug omhoog inzetten voor het bedrijf? Dat gaan we deze aflevering voor je uitzoeken. Verder hoef je niet meer op Italië te letten als je op zoek bent naar een Europese zondebok. Het land krijgt een upgrade van kredietbeoordelaar Fitch en met een begrotingstekort ver onder het Franse mag Giorgia Meloni trots zijn op haar huishoudboekje. Goed nieuws voor de banken in het land, die volgens Bob Homan van ING Investment Office nog best een ritje te maken hebben. Verder bespreken we de steeds vriendelijker beurswaakhond SEC die deze week meerdere keren de kop op stak. Wat betekent een toezichthouder die met bedrijfsbesturen knuffelt voor beleggers? En waar heb je meer aan: een waakhond, of een schoothondje? En we blikken terug op de week met de Chinese aanval op Nvidia, een teleurgestelde Mario Draghi, en de eerste renteverlaging van het jaar in de VS.See omnystudio.com/listener for privacy information.

We are tracking seven central bank meetings next week, and expect rate cuts from three. The Fed policy meeting next week is in full focus, against a highly unusual backdrop. This week we discuss an expected rate cut in the US and Canada. Across Europe, we forecast a rate cut in Norway, but not in the UK. Meanwhile in in Asia, we examine China activity data, the Bank of Japan and the latest political developments, and preview central bank meetings in Indonesia and Taiwan next week. Darren Shames, Head of Global Rates Sales, joins us as a guest speaker to give an update on the latest trends driving Global Markets. Chapters: US: 01:42, Markets Special: 07:14, Europe: 13:13, Japan: 17:23, Asia: 21:32. 

Joe Mazzola of Charles Schwab talks about the "broadening out of weakness" seen in Thursday's trading session. It comes ahead of Fed chair Jerome Powell's highly anticipated speech at Jackson Hole. As the FOMC balances inflation and jobs prints, Joe doesn't see Powell giving many hints toward an immediate direction of action during his speech. Michelle Gibley says it's not just Jerome Powell and Jackson Hole investors should pay attention to. The Bank of Japan will capture attention of international investors, as she explains how rate changes, or lack thereof, affect inflation abroad.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Kristina Clifton and Carol Kong discuss the top influences affecting currency markets this week, including US trade negotiations, US labour market data and the Bank of Japan's Tankan survey.        Disclaimer:    Important Information   This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”).  Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au.   No Reliance  This podcast is not investment research and nor does it purport to make any recommendations. Rather, this podcast is for informational purposes only and is not to be relied upon for any investment purposes.  This podcast does not take into account your objectives, financial situation or needs. It is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products, or as a recommendation, and/or investment advice. You should not act on the information in this podcast.   The Bank believes that the information in this podcast is correct and any opinions, conclusions or recommendations made are reasonably held at the time given, and are based on the information available at the time of its compilation. No representation or warranty, either expressed or implied, is made or provided as to accuracy, reliability or completeness of any statement made.  Liability Disclaimer  The Bank does not accept any liability for any loss or damage arising out of any error or omission in or from the information provided or arising out of the use of all or part of the podcast.        

Kristina Clifton and Carol Kong discuss the top influences affecting currency markets this week including the conflict in the Middle East, the annual NATO summit as well as the Bank of Japan's interest rate outlook.    Disclaimer:    Important Information   This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”).  Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au.   No Reliance  This podcast is not investment research and nor does it purport to make any recommendations. Rather, this podcast is for informational purposes only and is not to be relied upon for any investment purposes.  This podcast does not take into account your objectives, financial situation or needs. It is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products, or as a recommendation, and/or investment advice. You should not act on the information in this podcast.   The Bank believes that the information in this podcast is correct and any opinions, conclusions or recommendations made are reasonably held at the time given, and are based on the information available at the time of its compilation. No representation or warranty, either expressed or implied, is made or provided as to accuracy, reliability or completeness of any statement made.  Liability Disclaimer  The Bank does not accept any liability for any loss or damage arising out of any error or omission in or from the information provided or arising out of the use of all or part of the podcast.    

Charles Schwab's Michelle Gibley turns to the international front, noting the Israel and Iran conflict as one with many unknowns. She says global conflicts typically don't have long-lasting market effects with the exception of energy, noting crude's excessive price climb and likely increases if attacks continue. On Japan, Michelle Gibley doesn't see the Bank of Japan increasing interest rates as the anniversary of the Yen carry trade nears.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Ongoing trade deal developments remain the largest driver of global markets right now. Our focus next week will be on the G7 Summit in Canada, to see if there are any further trade developments. We look ahead to central bank meetings in Indonesia, the Philippines, Taiwan and Japan, as well as fresh ECB communication and policy meetings across the UK, Switzerland, Sweden and Norway. Chapters: US (01:48), China (07:39), Europe (11:31), Japan (14:31), Rest of Asia (18:22), Australia & New Zealand (21:37).

The recent sharp sell off in Japanese bonds has worrisome implications for investors across the globe. Confluence Associate Market Analyst Thomas Wash joins Phil Adler to discuss where this might be heading.

In this episode, I chat with Peruvian Bull, a well-known Bitcoin researcher and educator. We also unpack the central bank manipulation, the coming currency wars, and why Bitcoin might be the only way out. If you're looking to understand what the next phase of the dollar endgame might look like, this episode is for you.  ––– Offers & Discounts –––

As trade tensions show signs of softening and financial markets stabilise, we discuss the recent changes to our central bank views for both the European Central Bank and Bank of Japan, and outline our thinking on recent US-Japan trade negotiations. In this episode, we also preview the upcoming US labour market data and discuss what the election in Canada may mean for the economy and markets. Chapters: Europe (02:19), Japan (05:53), Asia (11:02), US (12:23).

We have seen some calm return this week, which has coincided with President Trump making some tariff concessions for tech companies and for auto parts, suggesting that a 'Trump put' is in play, and with the President also signalling “big progress” in talks with Japanese officials. However, we have to say this is an uneasy calm; new sectoral tariffs are still likely coming and tensions with China remain elevated. We discuss the latest tariff twists and turns, fresh communication from Fed Chair Powell and upcoming US data, as well as the ECB's recent 25bp rate cut. Across Asia, we will look out for Bank Indonesia's policy meeting, Korea export data and Tokyo CPI. Chapters: US (02:16), Europe (08:47), Asia (13:13).

Listen for the latest from Bloomberg News See omnystudio.com/listener for privacy information.

Kristina Clifton and Carol Kong discuss the top influences on currencies this week including the approval of Germany's fiscal package and the US Federal Reserve and Bank of Japan monetary policy meetings.    Disclaimer:    Important Information   This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”).  Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au.   No Reliance  This podcast is not investment research and nor does it purport to make any recommendations. Rather, this podcast is for informational purposes only and is not to be relied upon for any investment purposes.  This podcast does not take into account your objectives, financial situation or needs. It is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products, or as a recommendation, and/or investment advice. You should not act on the information in this podcast.   The Bank believes that the information in this podcast is correct and any opinions, conclusions or recommendations made are reasonably held at the time given, and are based on the information available at the time of its compilation. No representation or warranty, either expressed or implied, is made or provided as to accuracy, reliability or completeness of any statement made.  Liability Disclaimer  The Bank does not accept any liability for any loss or damage arising out of any error or omission in or from the information provided or arising out of the use of all or part of the podcast.    

Market participants continue to grapple with a very high degree of uncertainty which is starting to have real economic consequences. The week ahead should be very interesting with key central bank decisions, and we could get some guidance on how policymakers think about and deal with the uncertainty, particularly from rising global trade tensions. We share our expectations for an on-hold decision at the upcoming FOMC meeting, and for the Fed's tone to continue to emphasize patience. We also expect a pause from the BOE's cutting cycle. Lastly, we discuss why communication is a bigger focus this time from the BOJ's meeting where a skip in the hiking cycle is widely expected. Chapters: US (01:53), Europe (10:39), Japan (16:43), Asia (21:22).

Plus: Boeing warns investors about a $4 billion loss in the most recent quarter. And, Pete Hegseth's nomination faces opposition from two Republican senators, setting the stage for a razor-thin confirmation vote. Kate Bullivant hosts. Sign up for WSJ's free What's News newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

The Bank of Japan's rate decision and earnings from American Express and Verizon could vie for investor focus today to end a short week that's seen gains for stocks and yields.Important DisclosuresInformation on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political conditions.Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.All corporate names are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Investing involves risk, including loss of principal.Past performance is no guarantee of future results.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.(0131-0125)

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The Bank of Japan meets overnight to decide on a probable rate hike. The Bank of Japan's August meeting led to major sell-offs due to the Yen carry trade. However, Kevin says a positive reaction to this meeting can lead to another quick milestone for investors, "if we stick the landing." ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Myer shareholders have approved a merger with some of Premier Investments brands including Just Jeans and Jay Jays. SBS Finance Editor Ricardo Gonçalves speaks with David Walsh from Sarto Advisory to find out more, along with why investors are looking to Japan for their next move.

Charles Schwab's Jeffrey Kleintop says the Bank of Japan's rate hike is all but locked in. he says it's important for U.S. investors to keep an eye on the markets Friday and brace for volatility following August's Yen carry trade. Nathan Peterson notes U.S. overvaluation in stocks but adds, "we've been here before." ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

We've had a very busy start to the year and the excitement is likely to continue with the focus on Donald Trump's inauguration on Monday 20th January. In this episode, we outline what policy announcements to expect in the early part of Trump's second term, and how Asian economies may respond. In Europe we will be digging into recent UK market volatility and prospects for the labour market. And last but certainly not least, we preview the Bank of Japan decision, where we expect a 25bp hike. Chapters: Markets (01:08) US (02:11), Asia (09:31), Europe (12:56), Japan (18:04).

Listen for the latest from Bloomberg NewsSee omnystudio.com/listener for privacy information.

Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc.

Starting next week we have monetary policy decisions from the European Central Bank, Swiss National Bank and the Reserve Bank of Australia. These along with a few key data releases set the tone for the week after which is promising to be a blockbuster week, when we have the Fed, Bank of Japan and Bank of England, plus a few central banks in Asia all on deck. We also have a special segment in this episode where we focus on the 2025 outlook for Asia. Chapters: US (01:56), Europe (08:04), Asia (13:26), Asia 2025 Outlook (14:43)

This week we witnessed some pretty material moves in markets. There was a rate cut announcement from the Bank of Canada and the theme of growth exceptionalism in the US, combined with communication from various Fed officials, has led the market to continue to unwind some of its prior aggressive Fed rate cut expectations. As we look ahead to the coming week, things are going to really heat up with US Payrolls and inflation data, European GDP, the UK budget, China PMI, and inflation reports in Indonesia and Australia. And of course, the US election race is coming down to the wire. Chapters: US (02:14), Europe (07:57), China (10:33), Rest of Asia (15:51)

In this episode, we discuss the upcoming US elections, and how US economic sentiment has been holding up in the second half of the year. In Europe, the focus next week will be on flash PMIs, especially after the ECB noted that they have seen downside surprises in indicators of economic activity. Could UK public sector borrowing numbers change the game for the UK budget? In Asia, the focus is on Japan where we have crucial inflation data for October. Chapters: US (01:16), Europe (08:11), Asia (10:24)

The Bank of Japan's very recent change of heart has apparently been strong enough to do the same for incoming Prime Minister Shigeru Ishiba. Sounding aggressively hawkish where it came to interest rates just last week after his surprise ascent, suddenly he's completely changed his tune. Why? The answer can be found in another record low for a highly critical US$ market. Eurodollar University's Money & Macro AnalysisBloomberg Ueda Keeps Rate Hikes in Play, Talks Down BOJ's Part in Meltdownhttps://www.bloomberg.com/news/articles/2024-08-23/boj-s-ueda-still-plans-to-hike-rates-if-economy-meets-outlookBloomberg Ueda Reiterates That BOJ Will Lift Rates If Outlook Realizedhttps://www.bloomberg.com/news/articles/2024-09-03/boj-ueda-reiterates-stance-of-lifting-rates-if-outlook-realizedThe New York Times Stocks in Japan Tumble After Party's Election of New Prime Ministerhttps://www.nytimes.com/2024/09/29/business/japan-stocks-nikkei-shigeru-ishiba.htmlCNBC Here's why Japan's stocks are plunging after Shigeru Ishiba's winhttps://www.cnbc.com/2024/09/30/heres-why-japans-stocks-are-plunging-after-shigeru-ishibas-win.htmlBNN Bloomberg Ishiba Ally Sends Signal to Warn BOJ Against Rate Hike Too Soonhttps://www.bnnbloomberg.ca/business/international/2024/10/02/japans-ishiba-isnt-necessarily-pro-boj-hike-new-minister-says/Bloomberg Japan's Ishiba Rules Out BOJ Interest Rate Hikes For Nowhttps://www.bloomberg.com/news/articles/2024-10-02/boj-s-ueda-briefs-new-pm-ishiba-on-market-developmentsBloomberg Ueda Hints at Dovishness After New Prime Minister Urges Cautionhttps://www.bloomberg.com/news/articles/2024-10-02/ueda-hints-at-dovishness-after-new-prime-minister-urges-cautionhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Prof. Richard Werner is best known for proposing quantitative easing while working at the Bank of Japan in the 1990s, and then predicting the 2008 financial crisis. Today, he is a fan of Bitcoin and small community banks.

After sending global markets in a brief tailspin in early August, the Bank of Japan is once again the center of attention. Our Global Chief Economist and Chief Asia Economist discuss the central bank's next steps to help ease volatility and inflation.----- Transcript -----Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Global Chief Economist.Chetan Ahya: And I'm Chetan Ahya, Chief Asia Economist.Seth Carpenter: And on today's episode, Chetan and I are going to be discussing the Bank of Japan and the role it has been playing in recent market turmoil.It's Friday, September 13th at 12.30pm in New York.Chetan Ahya: And it's 5.30pm in London.Seth Carpenter: Financial markets have been going back and forth for the past month or so, and a lot of what's been driving the market movements have been evolving expectations of what's going on at central banks. And right at the center of it has been the Bank of Japan, especially going back to their meeting at the very end of July.So, Chetan, maybe you can just level set us about where things stand with the Bank of Japan right now? And how they've been communicating with markets?Chetan Ahya: Well, I think what happened, Seth, is that Bank of Japan (BoJ) saw that there was a significant progress in inflation and wage growth dynamic. And with that they went out and told the markets that they wanted to start now increasing rate hikes. And at the same time, the end was weakening.And to ensure that they kind of convey to the markets that they want to be now taking rates higher, the governor of the central bank came out and indicated that they are far away from neutral.Now while that was having the desired effect of bringing the yen down, i.e. appreciated. But at the same time, it caused a significant volatility in the equity markets and make it more challenging for the BoJ.Seth Carpenter: Okay, so I get that. But I would say the market knew for a long time that the Bank of Japan would be hiking. We've had that in our forecast for a while. So, do you think that Governor Ueda really meant to be quite so aggressive? That meeting and his comments subsequently really were part of the contribution to all of this market turmoil that we saw in August. So, do you think he meant to be so aggressive?Chetan Ahya: Well, not really. I think that's the reason why what we saw is that a few days later, when the deputy governor Uchida was supposed to speak, he tried to walk back that hawkishness of the governor. And what was very interesting is that the deputy governor came out and indicated that they do care for financial conditions. And if the financial conditions move a lot, it will have an impact on growth and inflation; and therefore, conduct of monetary policy.In that sense, they conveyed the endogeneity of financial conditions and their reaction function. So, I think since that point of time, the markets have had a little bit of reprieve that BoJ will not take up successive rate hikes, ignoring what happens to the financial conditions.Seth Carpenter: But this does feel a little bit like some back and forth, and we've seen in the market that the yen is getting a little bit whipsawed; so the Bank of Japan wants to hike, and markets react strongly. And then the Bank of Japan comes out and says, ‘No, no, no, we're not going to hike that much,' and markets relax a little bit. But maybe that relaxation allows them to hike more.It kind of reminds me, I have to say, of the 2014 to 2015 period when the Federal Reserve was getting ready to raise interest rates for the first time off of the zero lower bound after the financial crisis. And, you know, markets reacted strongly -- when then chair Yellen started talking about hiking and because of the tightening of financial conditions, the Fed backed down.But then because markets relaxed, the Fed started talking about hiking again. Do you think that's an apt comparison for what's going on now?Chetan Ahya: Absolutely, Seth. I think it is exactly something similar that is going on with Bank of Japan.Seth Carpenter: So, I guess the question then becomes, what happens next? We know with the Fed, they eventually did hike rates at the end of 2015. What do you think we're in line for with the Bank of Japan, and is it likely to be a bumpy ride in the future like it has been over the past couple months?Chetan Ahya: Well, so I think as far as the market's volatility is concerned, we do think that the fact that the BoJ has come out and indicated that their reaction function is such that they do care about financial conditions. Hopefully we should not see the same kind of volatility that we saw at the start of the month of August.But as far as the next steps are concerned, we do see BoJ taking up one more rate hike in January 2025. And there is a risk that they might take up that rate hike in December.But the reason why we think that they will be able to take up one more rate hike is the fact that there is continued progress on wage growth and inflation; and wage growth is the most important variable that BoJ is tracking.We just got the last month's wage growth number. It has risen up to 3 percent. And going forward, we think that as the BoJ gets comfort that next year's wage negotiations are also heading in the right direction, they will be able to take one more rate hike in January 2025.Well, Seth, I think, you know, when we are talking about this volatility that we saw in the financial markets and particularly yen, the other side of this story is what the Fed has to do, and what is Fed indicating in terms of its policy path. And we saw that, after the nonfarm payrolls data, Governor Waller was indicating that the Fed could consider front-loading its rate cuts. What are your thoughts on that?Seth Carpenter: So, we do think the Fed's getting ready to start cutting rates. Our baseline is that they move at 25 increments per meeting, from now through the middle of next year. I would take Governor Waller's comments though about front-loading cuts -- which I took to mean, you know, the possibility of 50 basis point rate moves -- very much in context, and with a grain of salt.When he gave that speech, I think what he was trying to do, and I think the last paragraph of that speech really bears it out. He was saying there's a lot of uncertainty here. He said, if the data suggests that they need to front load rates, then he would advocate for it. But he also said that, if the data implied that they need to cut at consecutive meetings, he'd be in favor of that as well. So, he was saying that the data are going to be the thing that drives the policy decisions.But thanks for asking that question. And thanks to the listeners. If you enjoy this podcast, please leave us a review wherever you listen and share Thoughts on the Market with a friend or a colleague today.

The month of August can often bring unexpected market volatility, and in this release we touch on the reasons behind it and how investors can stay prepared.In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, explore the recurring phenomenon of August market volatility, discussing historical events that have shaken the markets during this seemingly unpredictable month. Joined by insights from various professionals, they analyze the reasons behind these patterns and offer valuable perspectives on how investors can navigate the choppy waters of late summer trading. Ryan and Sonu discuss: Historical market disruptions in August and their catalystsThe psychology of market participants during low-volume periodsThe recent volatility triggered by the Bank of Japan's rate hikeThe importance of having a diversified investment strategy to weather unexpected market shiftsKey economic data, such as the unemployment rate and inflation expectations, and their impact on market outlookAnd more!Resources:Any questions about the show? Send it to us! We'd love to hear from you! factsvsfeelings@carsongroup.com Connect with Ryan Detrick: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseX: Sonu Varghese

What really happens when global markets get rocked? In this episode of REady2Scale, Jeannette Friedrich and Syed Mahmood from Blue Lake Capital break down the latest financial turbulence that sent shockwaves across Wall Street. Discover the forces behind the sudden market rebound and learn why a small move by the Bank of Japan caused such widespread panic. This episode offers practical insights to help you navigate these unpredictable times and safeguard your investments. Key Takeaways: -Market Rebound Explained: An overview of the week's wild swings on Wall Street and what drove the Dow to jump nearly 700 points. -The Yen Carry Trade Unveiled: A clear explanation of how Japan's interest rate hike impacted global markets and triggered investor panic. -Investor Psychology: Understanding the emotional factors that amplify market volatility and how to manage your own reactions. -Stock Market vs. Real Estate: A comparison of the unpredictable nature of stocks versus the relative stability of real estate investments, especially in uncertain times. -Portfolio Management: Jeannette's personal experience with rebalancing her investments and tips for maintaining a balanced portfolio. -Real Estate Outlook: Why multifamily properties continue to be a strong investment choice and what the future may hold as interest rates are expected to decline. -Personal Insights: Syed Mahmood shares his personal interests, book recommendations, and thoughts on living an extraordinary life. Watch here: https://youtu.be/HqFglLdz6ns  View Transcript here: https://share.descript.com/view/4jQhbrd21cy  Contact Syed: Smahmood@bluelake-capital.com  Mentions: www.bluelake-capital.com/btdallas  Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com.  To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Timestamps 00:00 Breaking News on Wall Street 00:32 Meet the Hosts: Jeanette and Syed 01:03 Understanding the Market Turmoil 02:31 The Impact of Japan's Interest Rate Hike 05:53 Real Estate vs. Stock Market 11:07 Lightning Round and Final Thoughts Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #Nvidia #Berkshire Hathaway #Yen Carry Trade #Stock Market Learn more about your ad choices. Visit megaphone.fm/adchoices

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Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, discusses why investors should consider diversifying beyond Magnificent Seven  stocks. Sarah Hansen, Morningstar Inc markets reporter, explains what caused the sharp stock market selloff. Preston Caldwell, senior US economist for Morningstar Research Services, explores whether the Federal Reserve needs to make an emergency rate cut.What Caused the Stock Market Selloff?U.S. Tech Stocks and Bank of Japan Raising Interest RatesGlobal Selloff and Big TechShould You Shift Your Portfolio Away from the Magnificent Seven Stocks?How the Magnificent Seven's Outperformance Affects the U.S. and Global MarketsApple and NVIDIA: Why Their Products Are a Double-Edged SwordWhat Areas of the Market Are Poised for a Rebound?How Diversification Can Help Investors Stop Chasing the Magnificent SevenTop ETF Picks for Portfolio DiversificationWhen Will the Fed Cut Interest Rates?Will There Be an Emergency Interest Rate Cut Before the Fed's Next Meeting? Read about topics from this episode.  Subscribe to Morningstar's ETFInvestor Newsletter.Magnificent Seven Stocks Slide, Valuations Looking ‘More Interesting'August 2024 Stock Market Outlook: Small-Cap and Value Stocks ShineWhat Caused the Stock Market Selloff?Markets Brief: Back on Recession Watch?Morningstar's Guide to Market Uncertainty What to watch from Morningstar.3 Asset Classes That Could Raise Your Portfolio's Risk LevelWhy Picking Top Stocks Is Not EnoughIs There a New Leader in the AI Race?BOXX ETF: Cash-Like Returns Without the Tax Bill Read what our team is writing:Ivanna HamptonBryan ArmourSarah HansenPreston Caldwell Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Plus: Incumbent progressive Rep. Cori Bush loses her Democratic primary in Missouri to Wesley Bell. And, SoftBank plans a $3.5 billion share buyback despite posting a surprise quarterly loss. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

There's no path back to monetary sanity. That means more printing and more undeserved rewards to Wall Street insiders while a front of economic despair marches steadily northward through the social ranks.

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Employment data suggests slower wage inflation and overall inflation ahead, and therefore lower interest rates. The S&P is up 26% since its interim low in October 2023, the same return as all of 2021, but in a third the time. A change pf key personnel at the US State Department may signify a change in policy. A cease-fire in Ukraine would be a real positive for Europe, and would also mean lower energy prices, a win for President Biden. Government and central bank sources in Japan are leaking that a policy change is afoot. If union-management wage negotiations for this year show a rise equivalent or more than last year's, it would be the excuse the Bank of Japan needs to end quantitative easing, and raise interest rates. Even if the yen goes up 5% vs. dollar over the next 12 months (which is our forecast), it will still be one of the most competitive currencies in the world. This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.