USD/JPY Volatility Aftermath Continues | Battle Around the 157 Level Under Intervention Risk
USD/JPY Volatility Aftermath Continues | Battle Around the 157 Level Under Intervention Risk ■ Overview Yesterday, USD/JPY saw a historic move: 160.72 → 155.57 (over 5 yen drop)→ Triggered by strong verbal intervention from Japanese authorities Today: Rebounded to the low 157 range and holding firm 👉 The market is now clearly: “Waiting for the […]
Central Banks in Focus, but Oil Still Leads | Will USD Strength Hold or Reverse?
Central Banks in Focus, but Oil Still Leads | Will USD Strength Hold or Reverse? ■ Overview Yesterday, USD/JPY briefly broke into the 160 level. Rising oil prices (Middle East risk) Hawkish elements from Federal Reserve (vote split) → Combination of safe-haven USD buying + rate support pushed the dollar higher However today, the situation […]
FOMC and Surging Oil Take Center Stage | USD/JPY Approaches 160
FOMC and Surging Oil Take Center Stage | USD/JPY Approaches 160 ■ Market Overview The biggest market themes are: FOMC + Rising Oil Prices Progress in the Middle East remains slow. Iran’s latest proposal mainly focuses on reopening the Strait of Hormuz, while the nuclear issue — the U.S.’s top priority — remains unresolved. → […]
UAE Exit from OPEC | Impact on Oil and the U.S. Dollar
UAE Exit from OPEC | Impact on Oil and the U.S. Dollar The UAE (United Arab Emirates) has officially announced its withdrawal from OPEC and OPEC+ effective May 1. This is not just a simple exit. It represents a major crack in the entire mechanism of: “Maintaining oil prices through coordinated production cuts” itself. In […]
Caught Between Middle East Tensions and Central Bank Events | USD Corrects but Still Searching for Direction
Caught Between Middle East Tensions and Central Bank Events | USD Corrects but Still Searching for Direction ■ Market Overview The week opened with mild USD selling pressure. A new proposal from Iran, reportedly brokered by Pakistan, was viewed positively by the market, temporarily easing risk concerns. However, the proposal mainly focused on: Reopening the […]
Middle East Caution Continues Ahead of the Weekend | USD/JPY Pauses Just Below 160
Middle East Caution Continues Ahead of the Weekend | USD/JPY Pauses Just Below 160 ■ Market Overview There were few major economic releases or events today,so market attention remains firmly on the Middle East. While there has been no clear progress in additional U.S.–Iran negotiations,traders remain cautious about potential weekend headlines. → Safe-haven USD buying […]
Equities Rally, but FX Still Depends on the Middle East | USD Maintains Its Geopolitical Premium
Equities Rally, but FX Still Depends on the Middle East | USD Maintains Its Geopolitical Premium ■ Market Overview Equity markets remain strong. Nikkei 225: Briefly touched the 60,000 level, marking a new all-time high Nasdaq-100 / Nasdaq: Also pushed to fresh highs → The AI-driven boom continues, keeping equities firmly in risk-on mode However, […]
Wild Swings on Middle East Headlines | Dollar Loses Direction in an “Algo-Driven Market”
Wild Swings on Middle East Headlines | Dollar Loses Direction in an “Algo-Driven Market” ■ Market Overview The second round of U.S.–Iran ceasefire talks was effectively postponed. Both sides continue to maintain a stance around keeping pressure on the Strait of Hormuz situation,meaning geopolitical risks remain elevated. However, markets are not in full panic mode. […]
USD Buying Returns as Markets Wait for Trump Comments | Focus on Middle East and U.S. Retail Sales
USD Buying Returns as Markets Wait for Trump Comments | Focus on Middle East and U.S. Retail Sales ■ Market Overview Markets have once again shifted into “waiting for Trump” mode. Iran ceasefire deadline postponed to the 22nd The U.S. maintains its willingness to continue negotiations However, Iran has not officially confirmed participation → Uncertainty […]
Oil-Led Nervous Market at the Start of the Week | USD/JPY Battles Around 159
Oil-Led Nervous Market at the Start of the Week | USD/JPY Battles Around 159 ■ Market Overview The market opened the week with oil as the primary driver. Iran showing a negative stance toward negotiations Renewed concerns over a potential closure of the Strait of Hormuz Approaching temporary ceasefire deadline → Geopolitical risks are once […]