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Tous les articles du Bureau Magna sur japan : 15 articles, enquêtes et analyses au même endroit.

Le dossier (15)

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Japan hikes, and the yen falls anyway — Magna Bureau

The Bank of Japan raised rates to 1.25% — and the yen dropped 2% into the 157s. When tightening weakens your currency, the textbook is on fire.

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The OECD Stops Believing in Soft Landings — Magna Bureau

Nine months ago the OECD expected inflation to converge and AI to save growth. Now it sees sticky prices, an AI capex bubble, and trade policy as pure…

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Court kills the tariff machine; Trump reaches for the next…

The Supreme Court struck down the president's emergency-powers tariffs 6–3, and Trump answered within 24 hours.

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Samsung bets big on the machines that print the AI era

Samsung commits to High-NA EUV chipmaking tools in memory production by 2028 — an industry first. The ASML deal that redraws the AI chip map.

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The foundry that can't keep up:… — Magna Bureau

Apple, Nvidia and their rivals just raised 2-nanometre orders by up to 20%. TSMC's most advanced lines are full, its Arizona bet has swollen to $265 billion — and the AI chip shortage now looks like a

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'A very clear message': Tokyo puts — Magna Bureau

Japan's top FX diplomat told markets Monday that the yen's slide is sending 'a very clear message' — the sharpest intervention warning yet, with the currency near 157 and July's joint operation with W

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The super-peso is gone: the carry trade — Magna Bureau

The peso has slid to 17.76 per dollar — a five-and-a-half-month low, down 5% since early September. Banxico held at 6.50% and refused to follow the Fed mechanically. The trade that loved Mexico is lea

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Rare-earth checks clog Indonesia's — Magna Bureau

About 120 surveyor reports are still pending under September's mandatory rare-earth content checks, the smelter group FINI says. Jakarta's anti-corruption assay is holding up nickel, bauxite and tin s

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The BOJ's next hike could come in… — Magna Bureau

BOJ insiders see hikes coming 'faster and more regularly.' October 29–30 has a one-in-three shot — Thursday's Tankan survey is the tripwire.

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The 5% world: US 10-year yield hits 2007 high…

The 10-year Treasury yield hit 5.1%, its highest since 2007, on a hot September PMI; markets now price another Fed hike in October at up to 73%.

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BlackRock and IFM close in on the $25B Stack deal…

A BlackRock-backed consortium is in exclusive talks to buy Stack Infrastructure's Asia-Pacific data centers for up to $25B — the biggest bet yet that AI's…

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Pink October: The Race to Outrun Breast… — Magna Bureau

October is breast cancer awareness month, and France is all in — 61,000 diagnoses a year, a national screening push, and a Paris lab growing 'tumors on a chip' to beat the disease in four days.

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The euro's French discount: currency of a… — Magna Bureau

At $1.1237 the euro sits at a 17-month low — and the market has named the culprit: France. As the 10-year OAT flirts with 5% and the spread over Germany hits crisis-era wides, the bond vigilantes are

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The Market Stopped Trusting Governments — Magna Bureau

Treasury yields hit their highest since 2002, the dollar reached a 17-month peak, and Europe’s bond markets buckled under France’s fiscal mess — all in a single day.

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Ukraine urges tighter sanctions as Russian… — Magna Bureau

Shahed drones hit the Southern and Paton bridges, stranding a capital of three million — while Zelenskyy says every Russian missile is built on smuggled Western components.

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