Yen Selling Accelerates After the Meeting Between the Finance Minister and BOJ Governor
Yen Selling Accelerates After the Meeting Between the Finance Minister and BOJ Governor Why the Yen Continued to Weaken — Summary of Key Drivers The latest meeting between the Finance Minister and the BOJ Governor offered none of the yen-supportive signals the market was hoping for.Instead, it reaffirmed the existing policy framework that has allowed […]
💹 A Broad Correction Sweeps Through Risk Assets — “Bad Yen Weakness” Quietly Deepens in FX Markets
💹 A Broad Correction Sweeps Through Risk Assets — “Bad Yen Weakness” Quietly Deepens in FX Markets— USD/JPY Holds Firm in the Mid-155s as Underlying Yen-Selling Pressure Persists ■ Market Overview: Investor Risk Appetite Retreats Further This week’s market has clearly shifted into a corrective phase for risk assets.The sharp selloff in AI-related stocks that […]
💵 Dollar Strength Persists at the Weekly Open — Global Risk-Off Sentiment Deepens While USD/JPY Holds Firm
💵 Dollar Strength Persists at the Weekly Open — Global Risk-Off Sentiment Deepens While USD/JPY Holds Firm ✅ Market Overview The Asian session opened the week by fully carrying over the strong risk-off tone seen late last week.Major equity indices in Tokyo, Shanghai, and Hong Kong all traded lower, reflecting a clear return of investor […]
⚠️ 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 […]