Stocks slip, yen surges on speculation of Bank of Japan policy tweak

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Asian stocks were off five-month highs and the yen extended a sharp rally on Friday with speculation that the Bank of Japan could take another small step toward dismantling its super-easy stimulus policies.

"If the BOJ adjusts its yield curve control program, financial markets will likely take it as the start of a policy tightening cycle regardless of the BOJ's rationale," said Commonwealth Bank of Australia strategist Kristina Clifton.A tweak would also cap what may prove a landmark week for central banks, with markets pricing a better-than-even chance that the Federal Reserve and ECB have made their final hikes of the cycle.

"Do we have more ground to cover? At this point in time I wouldn't say so," Lagarde told reporters. The euro slid nearly 1% overnight and nursed losses at $1.0980 on Friday. On Wednesday, the Fed had also hiked by 25 bps and Chair Jerome Powell cheered investors when he said the central bank's staff no longer forecast a recession., with better-than-expected second-quarter growth figures out overnight drove up longer-end Treasury yields and the U.S. dollar.S&P 500 futures tacked on 0.1% and Nasdaq 100 futures added 0.

 

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