🗞️ Market Awaiting U.S. CPI — Searching for Direction
🗞️ Market Awaiting U.S. CPI — Searching for Direction 🎯 Today’s Focus January U.S. CPI The market is in full “CPI-waiting mode.”In Tokyo trading, price action remained choppy, with a mild USD strength / JPY weakness bias in the afternoon. 🇯🇵 Tokyo Session Overview BOJ board member Tamura expressed a relatively hawkish stance, signaling openness […]
🗞️ Will Yen Strength Continue? — This Week’s Key Focus
🗞️ Will Yen Strength Continue? — This Week’s Key Focus ■ Yen Appreciation Accelerates — Political Stability and Short Covering Behind the Move This week, yen strength has become increasingly pronounced. In last weekend’s Lower House election, the ruling Liberal Democratic Party (LDP) secured a larger-than-expected landslide victory, reinforcing the foundation of the Takaichi administration. […]
🗞️ Lower House Election Passed; Yen Enters Mild Correction Phase — Market Watches Overseas Reaction
🗞️ Lower House Election Passed; Yen Enters Mild Correction Phase — Market Watches Overseas Reaction ■ Japan Politics: Ruling Coalition Scores a Landslide Victory In last weekend’s Lower House election, the Liberal Democratic Party secured a landslide win, capturing a two-thirds supermajority (315 seats) on its own. Policy cooperation with Ishin is set to continue, […]
USD/JPY Takes on a “Political Market” Tone
USD/JPY Takes on a “Political Market” Tone — Assessing How Much the Dissolution / General Election Scenario Is Already Priced In In the Tokyo market after the long holiday weekend, yen weakness has accelerated.USD/JPY climbed to just below 159, marking its strongest dollar / weakest yen level since July 2024.Yen crosses also surged across the […]
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 […]
✅ 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 […]
💱 Focus on U.S. CPI and ECB Meeting as Markets Gauge Rate-Cut Outlook
💱 Focus on U.S. CPI and ECB Meeting as Markets Gauge Rate-Cut Outlook ✅ Key Drivers U.S. CPI (August) The softer-than-expected U.S. PPI release reignited expectations of disinflation. If CPI also prints weak, speculation for a September Fed rate cut will strengthen further. According to CME FedWatch, current probabilities for the September FOMC are: 25bp […]
📈 Tokyo Stocks Up, Yen Weaker — Overseas Markets Quiet Ahead of U.S. CPI
📈 Tokyo Stocks Up, Yen Weaker — Overseas Markets Quiet Ahead of U.S. CPIAfter the Nikkei hits a record high, London trading focuses on position adjustments. 📰 Tokyo Market Moves Nikkei 225: Reached an all-time high.Background: Optimism over U.S. tariffs grows as the Japanese government secures agreement revisions from the U.S.The U.S. and China agree to extend the tariff […]
[Tonight’s Focus] Will U.S. CPI Extend the Dollar Rally or Trigger a Pause?
[Tonight’s Focus] Will U.S. CPI Extend the Dollar Rally or Trigger a Pause? Tonight’s release of the U.S. June Consumer Price Index (CPI) is the key event dominating market attention. With the dollar’s upward trend intact, the inflation data will be a critical factor in shaping the next move in the forex market. ✅ U.S. […]
📰 A Day of Positioning – All Eyes on U.S. CPI
📰 A Day of Positioning – All Eyes on U.S. CPI 🧭 U.S.-China Trade Talks: Smooth on the Surface, But Doubts RemainThe two-day U.S.-China trade negotiations concluded with a nominal agreement to implement the Geneva framework. However, U.S. Commerce Secretary Ratnick emphasized that resolving the rare earth export issue must come first, clearly pushing for […]