📰 Risk Appetite Reignites and High Volatility Becomes the Norm — Will Stocks and a Weaker Yen Continue? USD/JPY Eyes the 156 Level
📰 Risk Appetite Reignites and High Volatility Becomes the Norm — Will Stocks and a Weaker Yen Continue? USD/JPY Eyes the 156 Level 🧭 Market Overview Risk appetite has resurfaced in the markets. The catalyst was the stronger-than-expected U.S. ISM Manufacturing PMI (January), which returned to expansion territory. U.S. equities rallied on the news, and […]
📰 Cooling an Overheated Market Correction pressure hits gold, silver, oil, and equities; FX searches for direction
📰 Cooling an Overheated MarketCorrection pressure hits gold, silver, oil, and equities; FX searches for direction 🧭 Market Overview At the start of the week, precious metals—especially gold and silver, which had surged sharply—fell abruptly.At the same time, correction pressure spread to oil and equity markets. Behind this move was last weekend’s report: President Trump […]
📰 Focus on the U.S. Dollar
📰 Focus on the U.S. Dollar — Fed leadership nomination and the U.S. stopgap budget deadline take center stage — 🧭 Market Overview Over the weekend, global markets are expected to be driven primarily by movements in the U.S. dollar.In today’s Tokyo session, dollar buying has been dominant, triggered by reports surrounding the U.S. Federal […]
Persistent Dollar Selling Pressure, FOMC Rally Almost Fully Erased — Government Shutdown Risk Re-emerges, Politics Back at the Center of the Market —
📘 Persistent Dollar Selling Pressure, FOMC Rally Almost Fully Erased— Government Shutdown Risk Re-emerges, Politics Back at the Center of the Market — 🧭 Market Overview This week’s FX market continues to be dominated by strong and persistent dollar selling pressure.At yesterday’s FOMC meeting, policy rates were left unchanged as widely expected. The statement removed […]
📊 USD Weakness and JPY Strength Pause for Now, Market Enters a Consolidation Phase Ahead of Tomorrow’s FOMC
📊 USD Weakness and JPY Strength Pause for Now, Market Enters a Consolidation Phase Ahead of Tomorrow’s FOMC ■ Overall Overview This week, USD weakness JPY strength accelerated sharply, but both are now showing signs of a temporary pause. On the daily charts, most currency pairs are displaying short-term overextended conditions. RSI (Relative Strength Index) […]
📊 USD/JPY’s upside capped by intervention fears; U.S. government shutdown risk back in focus
📊 USD/JPY’s upside capped by intervention fears; U.S. government shutdown risk back in focus ■ Overview USD/JPY continues to take on the character of a politics-driven market plus intervention-alert market. At the end of last week, the pair briefly climbed into the 159s after BOJ Governor Ueda’s press conference, but then plunged by roughly 2 […]
📰 After U.S. Data, Focus Shifts Back to the “Greenland Issue”
📰 After U.S. Data, Focus Shifts Back to the “Greenland Issue” In today’s New York FX session, the market will first digest U.S. economic data, after which attention is likely to return to U.S.–Europe relations surrounding the Greenland issue.USD/JPY continues to trade nervously, caught between political factors and geopolitical risk. 📊 First, Watch the U.S. […]
📰 U.S. Selling Pauses After Trump’s Speech, but Yen Selling Pressure from the “Takaichi Trade” Remains
📰 U.S. Selling Pauses After Trump’s Speech, but Yen Selling Pressure from the “Takaichi Trade” Remains After President Trump’s speech, the market’s main theme of “U.S. selling” has temporarily calmed.However, on the Japanese side, yen-selling pressure driven by expectations for the continuation of the Takaichi administration remains in place. As a result, USD/JPY continues to […]
📰 Daily Market Report | Political Markets Continue – Focus on the Davos Speech and UK Inflation Data
📰 Daily Market Report | Political Markets Continue – Focus on the Davos Speech and UK Inflation Data The market continues to show a strong “political market” character.President Trump’s aggressive foreign policy stance and political developments surrounding Prime Minister Takaichi in Japan are intersecting, affecting all asset classes: FX, equities, bonds, and commodities. Tonight’s biggest event is: President […]
Markets Tossed Around by the Trump Administration – U.S. Selling and Yen Buying Intertwine
Markets Tossed Around by the Trump Administration – U.S. Selling and Yen Buying Intertwine 🧭 Today’s Market Overview Once again, today’s market is completely a “political market.”Rather than expectations for the Takaichi administration, it is the Trump administration’s aggressive foreign stance and tariff issues that are dominating market sentiment. European equities: sharply lower Japanese stocks, […]