TODAY'S PICKSRATES / CREDITHouseholds pile into corporate bonds as yields climb
After the BOJ moved its policy rate to 1%, household interest income reached a record. Retail corporate-bond issuance rose 14% year on year to an all-time high, with heavy demand for SoftBank Group and Rakuten Group paper — even as younger borrowers face steeper mortgage and auto-loan costs.
JUN 2026FED / FXA 'smaller central bank': the Warsh Fed gets going
Under new chair Kevin Warsh, the Fed leans toward balance-sheet runoff and simpler communication, and more FOMC participants now pencil in hikes. The yen briefly touched 161 to the dollar, a two-year low, on broad dollar strength.
JUN 2026MARKETSNikkei tops ¥70,000 as gains concentrate in a few names
Total market value is up ¥218tn year to date, more than half of it from a 'Japanese M7' — Kioxia, SoftBank, Advantest, Tokyo Electron, Murata, Shin-Etsu and Hitachi. Semiconductor names led (Kioxia ×9.3, Taiyo Yuden ×5.6) while domestic-demand stocks lagged (Aeon −46%, Nexon −42%, Nintendo −32%).
JUN 2026 CENTRAL BANKSEurope's central banks tilt hawkish as energy costs bite
June rate decisions skewed toward tightening on Iran-driven energy prices. The ECB raised to 2.25% and the Bank of Japan to 1.00%; the Fed held at 3.5–3.75%, with the BOE (3.75%), SNB (0.00%) and Norges Bank (4.25%) on hold. The Czech National Bank hiked for the first time in four years.
MACRO WIRE · JUN 2026API ENDPOINTSGET /api/jin/latest200 ✓ free
最新観測日の指数。観測値 + matched + 方法論。GET /api/jin/seriesHTTP/1.1 402 ✓ $0.01
指数の時系列。機械向け。GET /api/jin/moversHTTP/1.1 402 ✓ $0.02
その日動いた品目。特売タグ付き。機械向け。
決済は Solana USDC。discovery は /.well-known/x402.json。
METHOD / NOTES- 日次・固定基準(2026-06-04 = 100)の Jevons 指数。マッチした同一 SKU の幾何平均。
- single store, Tokyo metro delivery area, mid-tier supermarket (Life). Not nationally representative.
- excl_promo は基準日・当日いずれかで特売タグの付いた SKU を除外した基調系列。
- これは観測であって予測ではない。確率値や見通しは返さない。