Today’s Market Outlook Fed Chair Warsh’s Keynote Speech in Focus Dollar and U.S. Yields Could Move Sharply Depending on His Inflation Assessment

Today’s Market Outlook Fed Chair Warsh’s Keynote Speech in Focus Dollar and U.S. Yields Could Move Sharply Depending on His Inflation Assessment ■ Market Summary The main event today is Fed Chair Warsh’s keynote speech at the Jackson Hole Symposium, scheduled for 23:00 Japan time. In early London trading, yen selling is modestly dominant. USD/JPY […]
Today’s Market Outlook Dollar Strength After U.S. Data Pauses; Jackson Hole and U.S. Yields Become the Next Focus

Today’s Market Outlook Dollar Strength After U.S. Data Pauses; Jackson Hole and U.S. Yields Become the Next Focus ■ Market Summary Tokyo trading was generally quiet, with markets confined to narrow ranges. USD/JPY saw mixed trading in the low 159 range and remained close to the previous New York close near 159.31. Remarks from BOJ […]
Today’s Market Outlook Middle East Progress Hopes Push Oil and U.S. Yields Lower; Dollar Rally Pauses

Today’s Market Outlook Middle East Progress Hopes Push Oil and U.S. Yields Lower; Dollar Rally Pauses ■ Market Summary Market attention remains focused on: ・Middle East developments ・U.S. fiscal uncertainty ・The U.S. Treasury’s long-term bond buyback program ・Fiscal-consolidation measures from Treasury Secretary Bessent In the London morning session, USD/JPY is trading near 159.30, while EUR/USD […]
Today’s Market Outlook Focus on Treasury Secretary Bessent’s Potential Use of the TGA and Its Impact on Treasuries, the Dollar, and Risk Assets

Today’s Market Outlook Focus on Treasury Secretary Bessent’s Potential Use of the TGA and Its Impact on Treasuries, the Dollar, and Risk Assets ■ Market Summary At the start of the week, markets are focused on U.S. Treasury Secretary Bessent’s expected Iran sanctions, fiscal-consolidation measures, and the potential funding source for long-term Treasury buybacks. USD/JPY […]
Today’s Market Outlook Focus on U.S. PMI Data and Middle East Developments Amid Broad Dollar Weakness

Today’s Market Outlook Focus on U.S. PMI Data and Middle East Developments Amid Broad Dollar Weakness ■ Market Summary Dollar selling remains dominant in today’s FX market. In the London morning session, USD/JPY is trading near 158.60, while EUR/USD is holding around 1.1705. USD/JPY briefly fell to around 158.36, while EUR/USD rose to approximately 1.1711, […]
Today’s Market Outlook Focus on U.S. Treasury yields as markets assess the impact of the Treasury’s long-term bond buyback expansion

Today’s Market Outlook Focus on U.S. Treasury yields as markets assess the impact of the Treasury’s long-term bond buyback expansion ■ Market Overview The foreign exchange market is showing a slight bias toward U.S. dollar selling today, with traders closely watching movements in U.S. Treasury yields. In yesterday’s overseas session, the U.S. Treasury announced around […]
Today’s Market Outlook Focus on the FOMC Minutes as Markets Search for Direction in the U.S. Dollar

Today’s Market Outlook Focus on the FOMC Minutes as Markets Search for Direction in the U.S. Dollar ■ Market Summary The U.S. dollar is weaker and the yen is firmer in today’s FX market. The Dollar Index peaked near 99.692 during the Tokyo morning session before falling to around 99.396 in early London trading. It […]
Today’s Market Outlook After U.S. Data, Focus Shifts to Middle East Risk; Intervention Concerns Rise as USD/JPY Approaches 160.00

Today’s Market Outlook After U.S. Data, Focus Shifts to Middle East Risk; Intervention Concerns Rise as USD/JPY Approaches 160.00 ■ Market Summary In today’s Tokyo and Asian sessions, USD/JPY rose into the upper 159 range, setting a new post-intervention rebound high following the coordinated U.S.-Japan intervention. EUR/USD is trading in the upper 1.15 range and […]
Today’s Market Outlook Will Calm Summer-Vacation Trading Continue? Dollar Weakness and Dip-Buying Demand Intersect

Today’s Market Outlook Will Calm Summer-Vacation Trading Continue? Dollar Weakness and Dip-Buying Demand Intersect ■ Market Summary As the global summer vacation season reduces market participation, today’s FX market is showing relatively calm trading conditions. Following the U.S. employment report on the 7th, last week’s U.S. CPI, PPI, and retail sales data were also broadly […]
Today’s Market Outlook Will Diverging U.S. and Japanese Monetary Policy Push USD/JPY Lower? Focus on U.S. Retail Sales Today

Today’s Market Outlook Will Diverging U.S. and Japanese Monetary Policy Push USD/JPY Lower? Focus on U.S. Retail Sales Today ■ Market Summary The key focus in overseas markets today will be how changes in expectations for U.S. and Japanese monetary policy affect USD/JPY. Toward the end of the Tokyo session, reports emerged that the Bank […]