Geopolitics Alpha

The statement that “inflation has met the target” boosted the yen, as markets bet that the Bank of Japan is on the verge of a rate hike in December.

Published . Updated .

GEOPOLITICS ALPHAThe statement that “inflation hasmet the target” boosted the yen,as markets bet that the Bank of…GEOPOLITICS ALPHA

This report is about Japan.

Directly affected

  • No company is named in this report.

Indirectly affected

  • 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+0.5% 8d

    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

  • MUFG Mitsubishi UFJ Financial Group

    Mitsubishi UFJ Financial Group (commercial banks) is one of the largest Japan-based companies traded in the US, so news about Japan (“japan”) reaches its shares.

  • TM Toyota Motor+2.2% 30d

    Toyota Motor (motor vehicles and passenger car bodies) is one of the largest Japan-based companies traded in the US, so news about Japan (“japan”) reaches its shares.

  • SONY Sony Group+4.8% 30d

    Sony Group (household audio and video equipment) is one of the largest Japan-based companies traded in the US, so news about Japan (“japan”) reaches its shares.

  • MFG Mizuho Financial Group-12.7% 30d

    Mizuho Financial Group (national commercial banks) is one of the largest Japan-based companies traded in the US, so news about Japan (“japan”) reaches its shares.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
EWJ+1.47%+2.27%baseafter closeafter closeafter closeafter close
FXYNo price data for this ticker———————
BWX-0.23%-0.33%baseafter closeafter closeafter closeafter close
EFANo price data for this ticker———————
MUFGNo price data for this ticker———————
TMNo price data for this ticker———————
SONYNo price data for this ticker———————
MFGNo 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.

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

The statement that “inflation has met the target” boosted the yen, as markets bet that the Bank of Japan is on the verge of a rate hike in December. Moomoo

Source: Moomoo

Price since this story was published: Ishares (EWJ)

CompanyWhenMoveStatus
Spdr Series Trust (BWX)three days earlier-0.33%final price
Spdr Series Trust (BWX)five days earlier-0.23%final price
Ishares (EWJ)three days earlier+2.27%final price
Ishares (EWJ)five days earlier+1.47%final price

Congressional stock trades in Ishares (EWJ)

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).

Who gains and who loses around Ishares (EWJ)

Companies mentioned with this story

  • EWJ Ishares

    For “The statement that “inflation has met the target” boosted the yen, as markets bet that the Bank of Japan is on the verge of a rate hike in December.,” Ishares (EWJ) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI Japan ETF holds stocks listed in Japan, which this story is about (“japan”)

  • FXY Invesco CurrencyShares Japanese Yen Trust

    Invesco CurrencyShares Japanese Yen Trust (FXY) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “The statement that “inflation has met the target” boosted the yen, as markets bet that the Bank of Japan is on the verge of a rate hike in December..” Reason on file: Invesco CurrencyShares Japanese Yen Trust follows the Japanese yen, whose moves this story covers

  • BWX Spdr Series Trust

    Spdr Series Trust (BWX) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “The statement that “inflation has met the target” boosted the yen, as markets bet that the Bank of Japan is on the verge of a rate hike in December..” Reason on file: 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 Tr

    Ishares Tr (EFA) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “The statement that “inflation has met the target” boosted the yen, as markets bet that the Bank of Japan is on the verge of a rate hike in December..” Reason on file: iShares MSCI EAFE ETF is a broad fund of developed-market stocks that includes Japan

  • MUFG Mitsubishi Ufj Financial Group

    Mitsubishi Ufj Financial Group (MUFG) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “The statement that “inflation has met the target” boosted the yen, as markets bet that the Bank of Japan is on the verge of a rate hike in December..” Reason on file: Mitsubishi UFJ Financial Group (commercial banks) is one of the largest Japan-based companies traded in the US, so news about Japan (“japan”) reaches its shares

  • TM Toyota Motor Corp/

    Toyota Motor Corp/ (TM) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “The statement that “inflation has met the target” boosted the yen, as markets bet that the Bank of Japan is on the verge of a rate hike in December..” Reason on file: Toyota Motor (motor vehicles and passenger car bodies) is one of the largest Japan-based companies traded in the US, so news about Japan (“japan”) reaches its shares

  • SONY Sony Group

    For “The statement that “inflation has met the target” boosted the yen, as markets bet that the Bank of Japan is on the verge of a rate hike in December.,” Sony Group (SONY) is linked, with no stored direction, medium confidence. Reason on file: Sony Group (household audio and video equipment) is one of the largest Japan-based companies traded in the US, so news about Japan (“japan”) reaches its shares

  • MFG Mizuho Financial Group

    In “The statement that “inflation has met the target” boosted the yen, as markets bet that the Bank of Japan is on the verge of a rate hike in December.,” Mizuho Financial Group (MFG) is linked, with no stored direction, medium confidence. Reason on file: Mizuho Financial Group (national commercial banks) is one of the largest Japan-based companies traded in the US, so news about Japan (“japan”) reaches its shares

Ishares (EWJ)

On 1 Nov 2026, “The statement that “inflation has met the target” boosted the yen, as markets bet that the Bank of Japan is on the verge of a rate hike in December.” is the story that connects Ishares (EWJ) to this story.

What ties Ishares (EWJ) to the headline is this: iShares MSCI Japan ETF holds stocks listed in Japan, which this story is about (“japan”)

Invesco CurrencyShares Japanese Yen Trust (FXY) is here too. Its reason reads: Invesco CurrencyShares Japanese Yen Trust follows the Japanese yen, whose moves this story covers

Dates in the story, and the Ishares (EWJ) price range

EWJ traded between 95.11 and 99.98 across 18 sessions. The latest close on file is 97.33. FXY traded between 57.91 and 58.58 across 8 sessions. The latest close on file is 58.19.

How strong the case is around Ishares (EWJ)

46 out of 100

“The statement that “inflation has met the target” boosted the yen, as markets bet that the Bank of Japan is on the verge of a rate hike in December.” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.