📰 Testing Whether the Yen-Weakness Trend Can Really Hold

📰 Testing Whether the Yen-Weakness Trend Can Really Hold — Directionless Trading, But the Bias Remains in Focus — 1️⃣ Market Summary Because of Christmas holidays, Europe is closed and U.S. trading is extremely thin.With liquidity low, USD/JPY is drifting, searching for direction around the upper 155 area. During Tokyo trading, softer Tokyo CPI triggered yen selling and dollar buying, pushing […]

🧭 Yen Weakness Pauses as Official Warnings Gain Traction

🧭 Yen Weakness Pauses as Official Warnings Gain Traction — Markets Shift Into a “Correction Phase” Amid Thin Christmas Liquidity — ■ Market Overview: Yen Weakness Brakes Applied, Corrective Tone Emerges After moving almost unidirectionally, the yen-weakening trend has finally hit the brakes.The immediate trigger was strong verbal intervention from Finance Minister Katayama, explicitly warning […]

📝 Entering Christmas Week: The Yen Weakness Trend at a Final Crossroads

📝 Entering Christmas Week: The Yen Weakness Trend at a Final Crossroads — Will It Break Down, or Will It Accelerate Further? — ■ Market Overview: Holiday Mode Takes Hold — Liquidity Becomes the Key Driver This week marks the start of the year-end holiday period in Western markets: Dec 24: Christmas Eve Dec 25: […]

📘 BOJ Governor Ueda’s Press Conference Concluded, Yen Weakness Accelerates Further

📘 BOJ Governor Ueda’s Press Conference Concluded, Yen Weakness Accelerates Further — Dovish Undertone Lingers After Rate Hike, Fueling Yen Selling on “Buy the Fact + Disappointment” — ■ Market Summary BOJ rate hike and press conference pass without incident, triggering renewed yen selling At today’s Bank of Japan Monetary Policy Meeting, the BOJ raised […]

📘 Direction Still Elusive After U.S. Jobs Data

📘 Direction Still Elusive After U.S. Jobs Data— UK Inflation and Fed Remarks as the Next Triggers — ■ Market Overview: Weak Jobs Data, but No Dollar Capitulation The U.S. employment report released yesterday was generally on the weak side. Nonfarm Payrolls→ October revised lower, November higher — resulting in an inconsistent and directionless outcome […]

📊 U.S. Employment Report: A Defining Moment for the Market

📊 U.S. Employment Report: A Defining Moment for the Market — The Unemployment Rate and “Two-Month Payrolls” Will Set the Year-End Direction — ■ 1. Market Backdrop: Post-FOMC Dollar Is in a “Data-Dependent” State At last week’s FOMC meeting,market attention shifted away from the dot plot (one rate cut next year) and focused instead on […]

📝 Will Tokyo-Led JPY Strength Continue Overseas?

📝 Will Tokyo-Led JPY Strength Continue Overseas? — A Data-Light Start to the Week, with the 155 Level in Focus — ■ Tokyo Market Overview: JPY Strength Driven by Policy Expectations and Risk Aversion The Tokyo market opened the week with JPY buying taking the lead, driven by a clear combination of factors: Ongoing expectations […]

📊 Post-FOMC: Markets Shift Into “Theme-Seeking” Mode

📊 Post-FOMC: Markets Shift Into “Theme-Seeking” Mode — USD/JPY Stalls in the Upper 155s as the Tug-of-War Over Yield Differentials Continues — ■ Overall Market: Post-FOMC Volatility Fades, Markets Enter a Calm Phase With the FOMC now behind us, the FX market is gradually regaining stability.Immediately after the meeting, the U.S. dollar came under pressure […]