✅ 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 […]
✅ USD/JPY Surges to Upper ¥153s After U.S.-Japan Meetings — “High-Pressure Economy” under PM Takaichi and BOJ’s Caution Collide
✅ USD/JPY Surges to Upper ¥153s After U.S.-Japan Meetings — “High-Pressure Economy” under PM Takaichi and BOJ’s Caution Collide 💹 USD/JPY: Yen Selling Accelerates Post-Events, Hitting Highest Level Since FebruaryUSD/JPY briefly touched ¥153.89, marking its highest level since February.With the FOMC and BOJ meetings now behind, yen selling and dollar buying momentum have re-emerged. Federal […]
✅ Market Cautious Ahead of FOMC, BOJ, and ECB—USD/JPY Fluctuates Around the Upper 151 Range
✅ Market Cautious Ahead of FOMC, BOJ, and ECB—USD/JPY Fluctuates Around the Upper 151 Range 💹 FX Market: Calm Before the Triple Central Bank WeekIn tonight’s New York session, the U.S. Federal Reserve (FOMC) will announce its policy rate.Tomorrow, both the Bank of Japan (BOJ) and the European Central Bank (ECB) are also set to […]
✅ Takaichi Trade Reignited: Nikkei Breaks 50,000 for the First Time in History, While Yen Weakness Persists Amid Intervention Fears
✅ Takaichi Trade Reignited: Nikkei Breaks 50,000 for the First Time in History, While Yen Weakness Persists Amid Intervention Fears 💹 Stock Market: Policy Optimism Fuels Record-Breaking Rally At the start of the week, the Nikkei 225 surged past the historic 50,000 mark for the first time ever.Investor sentiment was lifted by strong expectations for […]
U.S. September CPI Results (Released October 24, 2025)
U.S. September CPI Results (Released October 24, 2025) 📊 Headline Data CPI (MoM): +0.3%（forecast +0.3%, previous +0.4%） CPI (YoY): +3.0%（previous +2.9%） Core CPI (MoM, ex-food & energy): +0.2%（previous +0.3%） Core CPI (YoY): +3.0%（previous +3.0%） Inflation in September came in exactly as expected, confirming a gradual cooling trend from summer levels.While the headline figure rose slightly […]
✅ This Week: Yen Weakness Dominates — Markets Eye U.S. CPI for Direction
✅ This Week: Yen Weakness Dominates — Markets Eye U.S. CPI for Direction 💴 Yen Weakness Accelerates on Expectations for Takaichi’s Economic Policies The yen continues to depreciate this week, fueled by optimism surrounding the newly inaugurated Takaichi administration’s pro-growth policies. In her policy speech today, Prime Minister Sanae Takaichi emphasized: “Economic growth will be […]