The end of the zero-interest era is unleashing competition in the banking sector and changes in saver and investor behaviour
Trump criticises ‘spoiled’ Tokyo over trade deficit ahead of tariff deadline
Yields on long-dated government bonds surged to record highs in May
Policymakers to decide on how to proceed with tapering of massive bond-buying programme
Number of children born in 2024 already worse than median forecast for 2039
Rising prices and poor harvest create political pressure for Prime Minister Shigeru Ishiba ahead of July poll
Fiscal worries and demographic changes knock demand for super-long bonds
Finance ministry survey appears designed to confirm that demand for super long-dated JGBs is low
High food prices pile pressure on central bank and unpopular Ishiba government
Yields soar after dismal auction, raising concerns that investors could sell foreign assets and bring money home
Prime Minister Shigeru Ishiba’s unpopular government fears concessions could prompt electoral backlash
Investors buy a record amount of Japanese equities and bonds during April
Central bank holds interest rates at 0.5% but highlights ‘extreme uncertainty’ around trade
No deal was forthcoming between Washington and Tokyo but the talks may give clues for other countries
First-in-queue negotiations closely watched for signs of US strategy
Tokyo first in line for negotiations that will be closely watched as test case of Washington’s trade war strategy
Country finds itself caught precariously between two rivals, each demanding its loyalty
US ally and biggest foreign investor stunned by sweeping levies including on crucial automotive sector
If global long-only funds start to rotate out of risk the market, turmoil could get worse
Thefts have cast a shadow over an industry already under scrutiny
The erosion of the post-1945 world order has rattled the country
Donald Trump’s language about American allies has sparked anxiety among Japanese officials
Katsunobu Kato echoes concerns that rising prices are still being driven by a weak yen and high commodity costs
Risk of potential US downturn weighs on Tokyo’s hope for economic revival
Market Questions is the FT’s guide to the week ahead
