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Published: 2026-05-20T02:34:59.000Z

USD/JPY flows: Crying for the Wolf

1

Trump says it will end very quickly again

Market expects Bank of Japan to change its bond purchase tapering in June

For the uncountable times, we are hearing Trump being optimistic of the Iran war to be ended very quickly. The market is choosing to ignore his words for now until there is something concrete. USD remain well supported as geopolitical tension persist. 

On the other hand, we are seeing far end JGB yields calm a bit. But it does not stop market participants to anticipate a potential change in bond purchase tapering from the BoJ in the coming meeting. If the BoJ is not intervening by special operation, they will at least try to put a lid on yields by slowing their pace of tapering for now. USD/JPY is trading 0.07% lower at 158.97.

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Topics
Flows
USD/JPY-Commentary

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