Japan wholesale inflation misses at 6.8% but stays high enough to keep BOJ hike alive
The miss trims some urgency from the hike narrative, but an annual pace near 7% and surging import costs leave the case for tightening intact, keeping Japanese yields and BOJ…
Read More »USDJPY Price outlook: U.S. Dollar-Japanese Yen rebounds from 0.786 support arc
Overview: Based on Arc Cycle Analysis applied to the 1h chart, U.S. Dollar / Japanese Yen has rebounded from the 0.786 Support Arc within the current Arc Cycle. The rebound…
Read More »investingLive Americas market news wrap: Bonds slump again, yen rate check adds intrigue after BOJ
US industrial production 0.0% versus 0.3% expected Kansas City Fed’s Schmid: recent data suggest inflation trending above 3% Japan conducted an FX rate check earlier – report How have interest…
Read More »CFTC Report: Yen reversal leads a broader positioning reset
The week in one sentence: Yen positioning swung back into net longs in the week to September 8, leading to a 103.0K-contract improvement. Canadian Dollar shorts also fell sharply, while…
Read More »Japanese Yen: Defensive Yen as BoJ turns hawkish – Scotiabank
Scotiabank strategists Shaun Osborne and Eric Theoret highlight that USD/JPY is edging higher as the Japanese Yen trades defensively after its sharp late-August rally. The Bank of Japan’s messaging is…
Read More »investingLive Asia-Pacific market news: Yen surges to six-month high
RBA’s Hunter flags deliberate cooling in housing and broader growth China exports match forecast in August, imports fall short as domestic demand stays soft Kospi surges past 7,130 on chips,…
Read More »Japan GDP revision cements BOJ hike bets, yen and Nikkei in focus
The revision itself was a modest beat against the preliminary figure but a miss against the median forecast, which is arguably the more useful signal here: growth held up reasonably…
Read More »Ueda signals more BOJ hikes ahead but flags cumulative rate risks
Ueda’s comments strike a carefully balanced tone that leaves the door open for further tightening without committing to a specific timeline, keeping September pricing intact without validating it outright. His…
Read More »CFTC Report: Oil positioning rebounds; VIX and Yen exposure turn more bearish
The week in one sentence: Speculative positioning turned more constructive in the week to August 18. WTI recorded the largest increase, followed by a sharp narrowing in CAD net shorts.
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