The BOJ’s new 2.8% inflation gauge raises rate-hike risk and threatens yen carry trades across global markets.
Key takeaways
- Japan’s new inflation gauge turns a domestic price-data release into a global funding-risk story. The Bank of Japan said its custom measure of core consumer in...
- That matters because the official benchmark core CPI reading was only 1.4% for the same period. The gap is not cosmetic. It changes the policy question facing the ...
- Why could a 2.8% BOJ gauge rattle yen-funded trades?
- **The strongest signal from the April reading is not just “inflation is higher.” It is that the BOJ now has its own measure showing inflation above target and accelera...
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Canonical source: https://mlxio.com/finance/boj-inflation-gauge-yen-carry
