japaneconomy

Selon BlockBeats, la Banque du Japon (BoJ) envisage d'augmenter sa prévision de croissance économique, soutenue par l'impact des récentes mesures de stimulation gouvernementale.
Des sources proches du dossier indiquent que, bien que les responsables de la Banque du Japon n'aient pas de plan fixe concernant le rythme des futures hausses des taux d'intérêt, la banque centrale devrait maintenir les taux inchangés lors de sa prochaine réunion politique.
📊 Points clés :
La stimulation gouvernementale améliore la perspective de croissance du Japon
La BoJ pourrait réviser à la hausse ses projections économiques

Le rendement des obligations gouvernementales japonaises à 30 ans vient de toucher un sommet historique de 3,52 % 📈 — un chiffre qui signale une pression sérieuse s'accumulant dans le système financier. Ce n'est pas simplement un autre indicateur ; c'est un signe d'alerte pour les marchés mondiaux.
💣 Les vraies questions que se posent les traders :
-Combien de temps avant que quelque chose ne cède ?
-Quelle partie du système casse en premier ?
Les marchés n'ignorent rarement longtemps des signaux comme celui-ci. Les investisseurs avisés surveillent attentivement 👀, et la volatilité augmente.
📊 Ce que vous devez savoir :
👀 Les rendements obligataires aux plus hauts niveaux historiques = effets en chaîne potentiels sur les marchés mondiaux

China Bans Select Exports to Japan After PM’s Taiwan Remarks
Hong Kong —
China has imposed immediate restrictions on exports of certain materials and technologies to Japan, escalating tensions between the two Asian powers following recent comments by Japan’s prime minister on Taiwan.
In a statement released Tuesday, China’s Ministry of Commerce announced sweeping controls on so-called dual-use items—products and technologies that can serve both civilian and military purposes. While the ministry did not list specific items, its official catalog of restricted goods includes rare earth elements, advanced electronics, aerospace and aviation components, drones, and nuclear-related technologies.
Rare earths are particularly critical, playing a vital role in industries ranging from consumer electronics and electric vehicles to advanced military hardware such as F-35 fighter jets. Japan depended on China for approximately 63% of its rare earth imports in 2024, based on calculations using Japanese government trade data. The full economic impact of the new restrictions remains unclear.
Relations between Beijing and Tokyo have sharply deteriorated since Prime Minister Sanae Takaichi stated in parliament in November that a potential Chinese invasion of Taiwan would represent “a threat to Japan’s survival,” possibly justifying a military response from Tokyo.
China, which claims Taiwan as its territory despite never having governed the island, has repeatedly vowed to reunify it—by force if necessary.
Following Takaichi’s remarks, Beijing introduced a series of retaliatory economic measures, including reducing flights to Japan, issuing travel warnings to Chinese citizens, and suspending seafood imports from the country.
A spokesperson for China’s commerce ministry said the export controls were imposed in response to what it described as Takaichi’s “erroneous comments,” accusing Japan of interfering in China’s internal affairs and violating the one-China principle. The spokesperson added that violators of the new rules would face legal consequences.
Japan’s foreign ministry strongly condemned the move, calling the export restrictions “absolutely unacceptable” and inconsistent with international trade norms. Chief Cabinet Secretary Minoru Kihara said Wednesday that the government is still assessing the scope and potential impact of the ban, noting that many details remain unclear.
“We will carefully examine the measures and consider appropriate responses,” Kihara said.
Separately, China’s commerce ministry also launched an anti-dumping investigation into imports of dichlorosilane from Japan, a chemical widely used in semiconductor manufacturing. Beijing accused Japanese suppliers of selling the product below market value, harming China’s domestic industry.
China has a long history of deploying trade and regulatory tools in diplomatic disputes, and analysts say the latest moves signal a further hardening of Beijing’s stance toward Tokyo.
#JapanEconomy #crypto #BTCVSGOLD

La plupart des gens ne le regardent pas encore — mais ils devraient le faire. Les rendements sur la courbe des obligations d'État japonaises augmentent simultanément.
Les obligations d'État japonaises à 10 ans, 20 ans, 30 ans, voire 40 ans atteignent tous des niveaux records. Des mouvements de ce type à tous les échéances à long terme sont extrêmement rares — et constituent un signal d'alerte.
$ZKP $BREV $FHE
Pendant des décennies, le Japon a survécu avec des taux quasi nuls et un soutien monétaire illimité. Cette ère est désormais en train de s'effondrer. Alors que les rendements montent, la pression à l'intérieur du système augmente rapidement. Les fonds de pension, les assureurs et les banques détenant des obligations à long terme se retrouvent avec de lourdes pertes comptables — et le risque que ces pertes deviennent réelles augmente.