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BlackRock’s Rieder says yen rebound depends on BOJ hawkishness

Rick Rieder, chief investment officer for global fixed income at BlackRock Inc., said supporting the Japanese yen will require hawkish signals from the Ban…

Rick Rieder, chief investment officer for global fixed income at BlackRock Inc., said supporting the Japanese yen will require hawkish signals from the Bank of Japan (BOJ) beyond government intervention. The yen has recently edged toward 160 per dollar, nearing its weakest level in four decades, despite efforts by the US and Japan to strengthen the currency earlier this month, according to livemint.com.

The yen’s recent decline highlights the challenges of foreign-exchange intervention amid interest-rate differentials favoring the US dollar. Rieder emphasized in a Bloomberg interview that intervention alone is “not the most durable” way to boost the yen. The currency’s movement reflects market forces responding to monetary policy expectations, with the BOJ’s stance playing a critical role in shaping investor confidence and currency valuation.

This situation underscores the limits of currency intervention when central banks maintain divergent monetary policies. The yen’s slide toward historic lows contrasts with the US Federal Reserve’s higher interest rates, which attract capital flows to the dollar. Rieder’s comments align with broader market views that sustainable yen strength depends on the BOJ adopting a more hawkish approach, potentially tightening policy to narrow the interest-rate gap with the US.

The yen’s level near 160 per dollar marks a significant threshold, the weakest since the 1980s, illustrating the ongoing pressure on Japan’s currency. The BOJ’s next policy decisions will be closely watched by investors assessing whether hawkish signals will emerge to support the yen, as noted by BlackRock’s Rieder in the Bloomberg interview reported by livemint.com.

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