Trump Inauguration and BoJ Meeting to Shake the Markets! A Crucial Week Begins
Trump Inauguration and BoJ Meeting to Shake the Markets! A Crucial Week Begins Week of January 20, 2025: Key Events This week, the inauguration of President Trump and the BoJ Monetary Policy Meeting scheduled for Friday, January 24 are set to dominate the financial markets. Below, we outline the key details of these events, market […]
Bitcoin Likely to Maintain Upward Trend, with Low Risk of Large Sell-Off
Bitcoin Likely to Maintain Upward Trend, with Low Risk of Large Sell-Off Concerns about a large-scale sale of Bitcoin seized from Silk Road have been circulating in some quarters. However, for the reasons outlined below, the likelihood of such an event occurring is very low: 1. Completion of Tasks Before the End of the Administration […]
Yen Appreciation Watch: Focus on USD Movement Post-U.S. Retail Sales
Yen Appreciation Watch: Focus on USD Movement Post-U.S. Retail Sales Market Recap from Yesterday USD/JPY dropped sharply from the 158 range to the 155 range. Reason 1: Yen buying driven by expectations of a BOJ rate hike in next week’s monetary policy meeting. Reason 2: U.S. Core CPI YoY fell short of expectations, prompting USD […]
Focus of the Day: U.S. CPI Release and Market Implications Amid Shifting Rate Cut Expectations
Focus of the Day: U.S. CPI Release and Market Implications Amid Shifting Rate Cut Expectations Today’s Highlight: U.S. Consumer Price Index (CPI) The December U.S. Consumer Price Index (CPI), to be released today, is the most anticipated event of the day. Following last week’s strong Nonfarm Payrolls report, expectations for rate cuts this year have […]
USD/JPY Fluctuates; Focus on BOJ Policy Meeting and U.S. PPI
USD/JPY Fluctuates; Focus on BOJ Policy Meeting and U.S. PPI USD/JPY Market Movement In the Tokyo session, USD/JPY fluctuated within the 157.12–158.02 range, driven by remarks from BOJ Deputy Governor Himino. While his comments briefly stirred the market, the lack of a clear direction on rate hikes eventually led the pair to stabilize around the […]
Starting the Week: Focus on USD Strength and JPY Appreciation Post-NFP
Starting the Week: Focus on USD Strength and JPY Appreciation Post-NFP Market Overview and Background Last week’s robust U.S. Nonfarm Payrolls data exceeded expectations, driving U.S. Treasury yields higher and strengthening the dollar. Meanwhile, U.S. equity markets saw sharp declines, triggering risk-off flows into the yen. As a result, the Asian markets opened this week […]
Today’s Focus: U.S. Employment Report and Its Impact
Today’s Focus: U.S. Employment Report and Its Impact Today, the highly anticipated December U.S. Employment Report will be released. This critical event will determine whether the dollar remains on a firm trajectory or sees an acceleration in corrective selling. Overview of the U.S. Employment Report Nonfarm Payrolls: The market expects an increase of +165K (previous: […]
U.S. Market Closure: Cautious Sentiment Ahead of Jobs Report
U.S. Market Closure: Cautious Sentiment Ahead of Jobs Report Today, the U.S. stock market is closed in observance of a memorial day for former President Carter, with the bond market operating under shortened hours. The overall market is expected to remain calm ahead of tomorrow’s U.S. employment report, though comments from Federal Reserve officials may […]
Adjusting Market Ahead of US Employment Report: Will the Dollar’s Buying Trend Continue?
Adjusting Market Ahead of US Employment Report: Will the Dollar’s Buying Trend Continue? The US market is entering an adjustment phase as it anticipates the release of the employment report on Friday. Attention is focused on key preliminary economic indicators, particularly the December ADP Employment Report and Initial Jobless Claims, which could shape the market’s […]
The Dollar Swings on Trump Tariff News—What’s Next?
The Dollar Swings on Trump Tariff News—What’s Next? Yesterday’s Market Movements and Background Trump Tariff News: Reports of limited tariff implementation caused a sharp drop in the dollar. However, following Trump’s denial, dollar buying resumed. This highlights how sensitive the market remains to Trump’s policies. USD/JPY: The divergence in Japan-U.S. monetary policy stances and the […]