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The yen has fallen about 20% against the dollar this year and reached 145 on Sept 22. Its effect on Japanese companies has become more uneven than in the 1990s, with the real effective exchange rate at its lowest since 1970.
Japan's changing sensitivity to a weak yen shapes how much it raises import costs for feed and energy. This is background analysis with no direct supply or price shock.
ft.comLeo Lewis, Kana Inagaki, Eri Sugiura in TokyoSep 22, 2022Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
