⚠️ U.S. Rate Outlook Clouds Over — Risk-Off Hits Equities, USD/JPY Stalls at the 154 Handle
⚠️ U.S. Rate Outlook Clouds Over — Risk-Off Hits Equities, USD/JPY Stalls at the 154 Handle 📰 Market Overview U.S. equities reversed sharply lower after the previous day’s rebound, with all three major indices posting steep declines. The market tone is shifting from “rate-cut optimism” to “renewed disappointment,” prompting investors to turn cautious. Key […]
📰 U.S. Government Shutdown Averted — Market Focus Shifts to “Economic Data Resumption” USD/JPY Pauses After Initial Surge
📰 U.S. Government Shutdown Averted — Market Focus Shifts to “Economic Data Resumption”USD/JPY Pauses After Initial Surge ✅ Market Overview The U.S. Congress has passed a temporary stopgap funding bill, officially ending the government shutdown following President Trump’s signature.With this political risk now removed, markets have regained stability and risk-off sentiment has eased for the […]
📈 Focus Shifts to Post-Stopgap Budget Developments — Market Sentiment Under Watch
📈 Focus Shifts to Post-Stopgap Budget Developments — Market Sentiment Under Watch ✅ Market Overview The U.S. House of Representatives is expected to vote on the stopgap budget bill tomorrow (6:00 a.m. Japan time on the 13th).With Republicans holding an advantage and President Trump signaling willingness to sign,the government shutdown is now seen as nearly […]
🧭 Market Notes for Today: Yen weakness continues, but caution is needed near the highs
🧭 Market Notes for Today: Yen weakness continues, but caution is needed near the highs The week begins with a mild risk-on tone across markets.USD/JPY is gradually climbing from the high-153s toward the 154 handle, and cross-yen pairs are also trading firm. Supportive factors for the market: Progress in U.S. budget negotiations → Government […]
✅ This Week in the Dollar Market: “Lack of Clear Direction”
✅ This Week in the Dollar Market: “Lack of Clear Direction” Unstable Price Action Driven by Alternative Employment Indicators With the U.S. government shutdown continuing, key macro data such as Nonfarm Payrolls and PCE cannot be released.As a result, the market is reacting more to private-sector employment and sentiment indicators, creating choppy, directionless trading. Indicator […]
✅ Today’s Main Event: Bank of England (BOE) Policy Meeting — The key focus is “How many members shift to the rate-cut camp”
✅ Today’s Main Event: Bank of England (BOE) Policy Meeting— The key focus is “How many members shift to the rate-cut camp” 🇬🇧 BOE: Rate Hold Expected — but the vote split is what matters The policy rate itself is widely expected to remain unchanged.However, recent UK data has softened, increasing the possibility that more […]
✅ Risk Sentiment Softens in Equities, FX Awaits Data — ADP in Focus Today
✅ Risk Sentiment Softens in Equities, FX Awaits Data — ADP in Focus Today 📉 Equities: AI Profit-Taking & Monthly Rebalancing Weigh on Sentiment Equity markets remain generally unstable in early November.High-flying AI-related names are seeing increased profit-taking as investors grow cautious at elevated valuations. Following the recent FOMC meeting, markets shifted toward the view […]
✅ Yen Pauses as Tokyo Reopens — USD/JPY Heavy Near ¥154, Reversal Selling Dominates
✅ Yen Pauses as Tokyo Reopens — USD/JPY Heavy Near ¥154, Reversal Selling Dominates 💹 USD/JPY: Verbal Intervention Triggers Yen Rebound; Dips to ¥153 Handle TemporarilyFollowing the three-day weekend, Tokyo markets reopened to see USD/JPY retreat from ¥154.48 to the low ¥153s.Despite the ongoing yen weakness trend, the pair met heavy resistance above ¥154,prompting profit-taking […]
✅ Quiet Start to the Week — Yen Selling Persists as USD/JPY Holds Around ¥154
✅ Quiet Start to the Week — Yen Selling Persists as USD/JPY Holds Around ¥154 💹 USD/JPY: Calm Opening, Yen Carry Still in PlayTokyo markets opened quietly on Monday due to the Culture Day holiday, resulting in thin liquidity.Following last week’s strong dollar-buying and yen-selling momentum,USD/JPY remains firm in the upper ¥154 range (154.10–154.30),hovering near […]
✅ Market Pauses After Major Events — USD/JPY Holds in the ¥154 Range Amid Month-End Adjustments
✅ Market Pauses After Major Events — USD/JPY Holds in the ¥154 Range Amid Month-End Adjustments 💹 USD/JPY: Taking a Breather After Heavy Event Week, Short-Term Overheating SeenThis week featured an intense lineup of major central bank meetings — the FOMC, BOJ, ECB, and Bank of Canada — all delivering results largely in line with […]