📘 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 […]
Heading Into the Final Stretch of Central Bank Week — BOE, ECB, and U.S. CPI Digested; Focus Shifts to Tomorrow’s BOJ Meeting —
📘 Heading Into the Final Stretch of Central Bank Week— BOE, ECB, and U.S. CPI Digested; Focus Shifts to Tomorrow’s BOJ Meeting — ■ Market Overview: Event Clustering Keeps Markets on Edge Today marks one of the most event-heavy sessions of the week, with the BOE decision, ECB meeting, and U.S. CPI release all scheduled […]
📘 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 […]
📘 BOJ Rate-Hike Speculation Drives Yen Strength, But London Short-Covering Pauses the Decline
📘 BOJ Rate-Hike Speculation Drives Yen Strength, But London Short-Covering Pauses the Decline Markets Enter “Wait-and-See Mode” Ahead of FOMC, PCE and North American Data ■ 1. Tokyo Session: BOJ December Hike Speculation Remains the Dominant Theme On Monday afternoon, Reuters reported—citing government sources—that: “The BOJ is highly likely to raise rates in December, and […]
📘 Quiet Tension Ahead of the FOMC — A Directionless Start to the Week
📘 Quiet Tension Ahead of the FOMC — A Directionless Start to the Week USD/JPY trapped in the low 155s with no clear trend 【1】Overall Market: A “FOMC-Waiting” Session With Limited Activity The new week opened with extremely limited market-moving catalysts. In Europe, only German industrial production was notable No major U.S. data during NY […]
📉 BoJ Rate-Hike Speculation Keeps Fueling Yen Strength; NY Session Hinges on PCE & Labor Data
📉 BoJ Rate-Hike Speculation Keeps Fueling Yen Strength; NY Session Hinges on PCE & Labor Data ■ 1. Market Overview — “BoJ Turning Hawkish × Fed Turning Dovish” = Yen Strength / Dollar Weakness Tokyo trading once again saw broad JPY buying. Persistent headlines pointing to a December BoJ rate hike, combined with U.S. […]
💹 USD at a Turning Point — Today’s ADP × ISM Will Decide the Trend
💹 USD at a Turning Point — Today’s ADP × ISM Will Decide the Trend 1. USD firmly in a downtrend The Dollar Index (DXY) has broken below both the 10-day and 21-day MAs, confirming a clean shift into a bearish trend. The move lower is driven by three pillars: 85% probability of a December […]