Today’s Market Outlook 4 September 2026 Yen Appreciation Pressure Driven by Diverging U.S. and Japanese Monetary Policy Today’s U.S. Employment Report Will Set the Next Direction for USD/JPY

Today’s Market Outlook 4 September 2026 Yen Appreciation Pressure Driven by Diverging U.S. and Japanese Monetary Policy Today’s U.S. Employment Report Will Set the Next Direction for USD/JPY ■ Market Summary The yen has strengthened this week in the FX market. USD/JPY fell sharply from the mid-160 range, extending its decline to around 155.30 in […]
Today’s Market Outlook 3 September 2026 USD/JPY Plunges to 156.20 Focus on Whether the Yen Carry Unwind Will Continue and the Battle Around 156

Today’s Market Outlook 3 September 2026 USD/JPY Plunges to 156.20 Focus on Whether the Yen Carry Unwind Will Continue and the Battle Around 156 ■ Market Summary Yen buying has strengthened rapidly in the FX market this week. USD/JPY rose into the mid-160 range and set a new post-intervention recovery high. However, it then fell […]
Today’s Market Outlook 1 September 2026 USD/JPY Recovers the 160 Level U.S. Rate-Hike Expectations and Higher Oil Prices Support the Dollar, While BOJ Tightening and Intervention Concerns Cap the Upside

Today’s Market Outlook 1 September 2026 USD/JPY Recovers the 160 Level U.S. Rate-Hike Expectations and Higher Oil Prices Support the Dollar, While BOJ Tightening and Intervention Concerns Cap the Upside Market Summary The FX market has no shortage of catalysts, yet direction remains difficult to establish as rising U.S. and Japanese interest rates offset one […]
Today’s Market Outlook 31 August 2026 Dollar Strength Pauses for a Correction; Yen Buying Emerges on BOJ Rate-Hike Expectations Month-End Flows and Large Option Expiries Also in Focus

Today’s Market Outlook 31 August 2026 Dollar Strength Pauses for a Correction; Yen Buying Emerges on BOJ Rate-Hike Expectations Month-End Flows and Large Option Expiries Also in Focus Market Summary At the start of the week, the dollar strength that followed Fed Chair Warsh’s speech last Friday is undergoing a temporary correction. The Chair warned […]
Today’s Market Outlook Will Calm Summer-Vacation Trading Continue? Dollar Weakness and Dip-Buying Demand Intersect

Today’s Market Outlook Will Calm Summer-Vacation Trading Continue? Dollar Weakness and Dip-Buying Demand Intersect ■ Market Summary As the global summer vacation season reduces market participation, today’s FX market is showing relatively calm trading conditions. Following the U.S. employment report on the 7th, last week’s U.S. CPI, PPI, and retail sales data were also broadly […]
U.S. CPI Fails to Break USD/JPY… The Battle Around 160.00 and BOJ Rate-Hike Expectations Become the Next Focus

U.S. CPI Fails to Break USD/JPY… The Battle Around 160.00 and BOJ Rate-Hike Expectations Become the Next Focus Trading Results, 10–14 August Weekly Total: -132,554 USD ■ Weekly Summary This week was about determining whether the dollar weakness following the U.S. employment report would continue, or whether USD/JPY would return toward 160.00. As a result, […]
Today’s Market Outlook Will Diverging U.S. and Japanese Monetary Policy Push USD/JPY Lower? Focus on U.S. Retail Sales Today

Today’s Market Outlook Will Diverging U.S. and Japanese Monetary Policy Push USD/JPY Lower? Focus on U.S. Retail Sales Today ■ Market Summary The key focus in overseas markets today will be how changes in expectations for U.S. and Japanese monetary policy affect USD/JPY. Toward the end of the Tokyo session, reports emerged that the Bank […]
+24,269 USD Will USD/JPY Move Again on U.S. CPI? Watch for EUR/JPY Rally-Selling Amid Intervention Risks

Will USD/JPY Move Again on U.S. CPI? Watch for EUR/JPY Rally-Selling Amid Intervention Risks Trading Results (August 3–7) Weekly Total: +24,269 USD ■ This Week’s Overview This week, markets were heavily influenced by the rebound following last week’s coordinated U.S.-Japan intervention and the deterioration in U.S. employment data. USD/JPY fell into the 155 range before […]
Yen Strengthens as BOJ Rate Hike Speculation Grows – Caution on U.S. Employment Data & Trump’s Comments

Yen Strengthens as BOJ Rate Hike Speculation Grows – Caution on U.S. Employment Data & Trump’s Comments ■ Today’s Market Developments 📌 Hawkish BOJ Signals Drive Rapid Yen Appreciation Japan’s Monthly Labor Statistics showed cash earnings rising by +4.8% YoY, exceeding expectations. Minister Akazawa stated that “inflation is present,” aligning with BOJ Governor Ueda’s view. […]
Trump Administration and BOJ Rate Hike: Navigating a Turbulent Week

Trump Administration and BOJ Rate Hike: Navigating a Turbulent Week This week, marked by the January 20th inauguration of President Trump and tomorrow’s BOJ monetary policy meeting, has brought significant market volatility. While initial turmoil has calmed, the focus remains on Trump’s policy direction and the BOJ’s much-anticipated rate hike decision. Impact of the Trump […]