🗞️ Direction Unclear Amid Trump Tariff Turmoil — Can the Dollar Rally Resume?

🗞️ Direction Unclear Amid Trump Tariff Turmoil — Can the Dollar Rally Resume? 🎯 Today’s Theme Tariffs and geopolitical risks are colliding.The key question: Can the dollar uptrend resume? Following last week’s U.S. Supreme Court ruling that Trump’s “reciprocal tariffs” were unlawful, markets initially tilted toward dollar selling. However, President Donald Trump then invoked an […]

🗞️ Dollar Selling Dominates as Trump Tariff Uncertainty Weighs on Markets

🗞️ Dollar Selling Dominates as Trump Tariff Uncertainty Weighs on Markets 🎯 Today’s Focus Uncertainty surrounding new Trump-era tariffs is driving broad dollar selling, with markets on alert for further headlines. At the start of the week in Asia, the dollar weakened sharply.The catalyst: a rapid policy escalation following a U.S. Supreme Court ruling. 🇺🇸 […]

🗞️ Range Persists — Risk Lies in Sudden Reversals

🗞️ Range Persists — Risk Lies in Sudden Reversals 🎯 Today’s Key Theme No clear trend.Risk sentiment shifts quickly within short timeframes. Over the past week, neither the dollar nor the yen has shown decisive direction. Movements in equities, crude oil, and gold continue to drive sentiment shifts from Tokyo → London → New York, […]

🗞️ Lunar New Year Holiday & U.S. Market Closure — Watching the BOJ Meeting

🗞️ Lunar New Year Holiday & U.S. Market Closure — Watching the BOJ Meeting 🎯 Today’s Theme Monitoring the content of the meeting betweenPrime Minister Sanae Takaichi and BOJ Governor Kazuo Ueda,while trading under reduced liquidity conditions. Today: 🇨🇳 China: Lunar New Year holiday begins🇺🇸 United States: Presidents’ Day (equity and bond markets closed) With major markets shut […]

🗞️ Market Awaiting U.S. CPI — Searching for Direction

🗞️ Market Awaiting U.S. CPI — Searching for Direction 🎯 Today’s Focus January U.S. CPI The market is in full “CPI-waiting mode.”In Tokyo trading, price action remained choppy, with a mild USD strength / JPY weakness bias in the afternoon. 🇯🇵 Tokyo Session Overview BOJ board member Tamura expressed a relatively hawkish stance, signaling openness […]

🗞️ Will Yen Strength Continue? — This Week’s Key Focus

🗞️ Will Yen Strength Continue? — This Week’s Key Focus ■ Yen Appreciation Accelerates — Political Stability and Short Covering Behind the Move This week, yen strength has become increasingly pronounced. In last weekend’s Lower House election, the ruling Liberal Democratic Party (LDP) secured a larger-than-expected landslide victory, reinforcing the foundation of the Takaichi administration. […]

🗞️ Focus on U.S. Jobs Report — Yen Buying Dominates Asia Ahead of the Event

🗞️ Focus on U.S. Jobs Report — Yen Buying Dominates Asia Ahead of the Event ■ Asian Session: Broad Yen Strength Driven by Position Unwinding In today’s Asian trading, the yen strengthened across the board. The main driver was the unwinding of previously accumulated positions following the Lower House election. Markets had built up: Expectations […]