The Bank of Japan's "hawkish pause" is in place! With core inflation meeting the target, the path is paved for a return to rate hikes in December, while the yen regains its safe-haven appeal amid the AI-driven sell-off.
Published . Updated .
Covered by 2 outlets: 블루밍비트, Moomoo.
This report is about AI and big tech and Japan.
Directly affected
- No company is named in this report.
Indirectly affected
- QQQ Invesco QQQ+2.3% 19d
Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- AIQ Global X Artificial Intelligence & Technology ETF-1.6% 30d
Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- EWJ iShares MSCI Japan ETF-0.2% 30d
iShares MSCI Japan ETF holds stocks listed in Japan, which this story is about (“japan”).
- FXY Invesco CurrencyShares Japanese Yen Trust+0.3% 6d
Invesco CurrencyShares Japanese Yen Trust follows the Japanese yen, whose moves this story covers.
- BWX SPDR Bloomberg International Treasury Bond ETF
SPDR Bloomberg International Treasury Bond ETF holds government bonds outside the US, which react to inflation and interest-rate news like this one in Japan
- EFA iShares MSCI EAFE ETF-2.2% 11d
iShares MSCI EAFE ETF is a broad fund of developed-market stocks that includes Japan
- MSFT Microsoft+6.8% 30d
Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- GOOGL Alphabet-6.3% 30d
Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| QQQNo price data for this ticker | — | — | — | — | — | — | — |
| AIQNo price data for this ticker | — | — | — | — | — | — | — |
| EWJNo price data for this ticker | — | — | — | — | — | — | — |
| FXYNo price data for this ticker | — | — | — | — | — | — | — |
| BWXNo price data for this ticker | — | — | — | — | — | — | — |
| EFANo price data for this ticker | — | — | — | — | — | — | — |
| MSFTNo price data for this ticker | — | — | — | — | — | — | — |
| GOOGLNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
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The Bank of Japan's "hawkish pause" is in place! With core inflation meeting the target, the path is paved for a return to rate hikes in December, while the yen regains its safe-haven appeal amid the AI-driven sell-off. 富途牛牛
Source: 블루밍비트
Congressional trades in the stocks in this story
- Sen. John Boozman sold EFA (jointly held), worth $1,001 - $15,000 on 9 Sep 2026. That is 51 days before publication. Filed 21 Oct 2026. View the filing.
- Rep. Lisa McClain bought Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 30 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael Rulli sold Microsoft (MSFT), worth $1,001 - $15,000 on 28 Sep 2026. That is 32 days before publication. Filed 2 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Microsoft (MSFT), worth $1,001 - $15,000 on 24 Sep 2026. That is 36 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Pete Sessions sold Alphabet (GOOGL), worth $15,001 - $50,000 on 14 Sep 2026. That is 46 days before publication. Filed 18 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Alphabet (GOOGL) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 56 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Thomas H. Kean Jr sold Alphabet (GOOGL), worth $1,001 - $15,000 on 27 Aug 2026. That is 64 days before publication. Filed 12 Sep 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
25 out of 100
“The Bank of Japan's "hawkish pause" is in place! With core inflation meeting the target, the path is paved for a return to rate hikes in December, while the yen regains its safe-haven appeal amid the AI-driven sell-off.” scores 25 out of 100. The score uses 2 sources.