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The Japanese yen traded near 145 per dollar on Friday after falling nearly 1% in the previous session, weighed down by trade-related uncertainties despite Tokyo’s efforts to secure a deal with Washington ahead of next week’s deadline. US President Donald Trump announced plans to begin sending formal letters on trade tariffs as early as today, potentially signaling new tariff rates or extensions of existing deadlines. He has previously threatened to raise tariffs on Japanese goods to as much as 35%, citing Japan’s limited imports of American rice and automobiles. Adding to the yen’s weakness, the US dollar strengthened following a stronger-than-expected June jobs report, which eased recession fears and reduced expectations of imminent rate cuts by the Federal Reserve. On the domestic front, data showed that household spending in Japan rebounded more than anticipated in May, supported by government measures to stimulate consumption.

Japanese Yen Holds Decline on Trade Concerns

Hong Kong stocks fell 229 points or nearly 1% to 23,840 in Friday morning trade, extending losses from the previous session as declines swept across all sectors. Investor sentiment remained fragile ahead of the July 9 expiration of the 90-day trade truce, while caution also mounted ahead of key Chinese economic data next week, including June CPI, PPI, and trade figures. Locally, private sector activity in Hong Kong contracted at the sharpest pace in over three years, with output, new orders, and overseas sales—including to mainland China—all falling. Losses were partially limited by hopes that the upcoming Politburo meeting may introduce fresh stimulus to offset mounting pressure from aggressive U.S. tariffs. Among the top decliners were AIA Group (-4.0%), Sunny Optical Tech. (-3.5%), Techtronic Industries (-2.4%), and China Feihe (-2.4%). For the week, markets are heading for a steep weekly loss, down almost 2% so far, after a robust gain in the prior period.

Hong Kong Shares Poised for Steep Weekly Loss

Japan’s 10-year government bond yield rose above 1.45% on Friday, marking its third consecutive gain, as stronger-than-expected domestic data reinforced expectations of a more hawkish stance from the Bank of Japan. Household spending surged 4.7% year-over-year in May, sharply rebounding from a 0.1% decline in April and beating forecasts of a 1.2% increase. The jump came as Tokyo intensified efforts to stimulate consumption. JGB yields also tracked gains in US Treasury yields after a robust US jobs report eased fears of an economic slowdown and lowered expectations for near-term Fed rate cuts. Meanwhile, trade-related uncertainties persisted as President Donald Trump announced plans to begin sending formal letters on tariffs, potentially outlining new unilateral rates or deadline extensions. He previously threatened to raise tariffs on Japanese goods by up to 35%, citing Japan’s limited purchases of US rice and automobiles.

Japan 10-Year Yield Rises for Third Session

Freedom Holding Corp.'s Kazakhstan Services PMI rose to 55.1 in June 2025, up from 54.3 in May, marking the fourth consecutive month of growth and the fastest expansion on record since the survey began in March 2019. The robust growth was driven by the implementation of new projects and business models, which collectively spurred demand and attracted additional customers, despite a slight softening in new business volumes. As a result, employment returned to growth after three consecutive months of decline. On the price front, input cost inflation accelerated to a four-month high, fueled by rising prices for raw materials, rent, and utilities, as well as a weaker exchange rate. Output price inflation also quickened to a four-month high, as firms passed higher costs on to customers. Finally, business sentiment weakened to its lowest level in a year, amid concerns over market competition, foreign trade risks, and potential changes in tax policy.

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