USD/JPY-Commentary
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September 15, 2025 6:51 AM UTC
Equity gains have helped AUD and NOK rise, but rising risk premia suggest JPY can catch up.
September 15, 2025 1:46 AM UTC
Trump says he's willing to impose sanctions on Russia
September 12, 2025 2:23 AM UTC
Japan and the US have reaffirmed their agreement not to manipulate FX rates
September 11, 2025 1:40 AM UTC
Japan August PPI +2.7% y/y
September 10, 2025 12:52 PM UTC
USD modestly lower as PPI declines in August, new highs for S&P futures
September 10, 2025 6:47 AM UTC
FX markets briadly steady but JPY and NOK remain undervalued
September 10, 2025 1:03 AM UTC
Reports of Russian drone incursions into Poland Airspace
September 9, 2025 2:16 PM UTC
US benchmark payroll revised down m ore than expected, but little implication for current trend
September 9, 2025 6:39 AM UTC
JPY can close Monday's opening gaps on crosses. AUD/USD threatening top of recent range
September 9, 2025 2:53 AM UTC
Japan’s LDP set October 4 for leadership vote
September 8, 2025 6:59 AM UTC
JPY lower after Ishiba resignation, but has scope for major recovery
September 8, 2025 2:11 AM UTC
Japanese PM Ishiba resigned over the weekend
September 5, 2025 12:52 PM UTC
USD lower after weaker employment data, Canadian data much weaker still
September 5, 2025 8:27 AM UTC
JPY upside potential remains, downside risks decline as wages rise
September 5, 2025 1:47 AM UTC
Trump warned of 100% tariffs on foreign chip imports unless firms build in U.S.July labor cash earnings +4.1% y/y
September 4, 2025 2:16 PM UTC
ISM services headline strong, but employment still weak
September 4, 2025 12:51 PM UTC
ADP and initial claims both suggest mild labor market weakness, but USD resilient
September 4, 2025 4:31 AM UTC
Japan leadership faces fresh uncertainty
September 3, 2025 2:22 PM UTC
July JOLTS lowest since September 2024. USD and US yields lower
September 3, 2025 6:50 AM UTC
USD remains mostly range bound. GBP in focus as MPC members speak
September 3, 2025 5:33 AM UTC
Trump accuses China, Russia, North Korea of conspiring against USA
September 2, 2025 2:15 PM UTC
ISM manufacturing rises less than expected but new orders index encouraging. USD downside likely modest but scope for more general JPY recovery.
September 2, 2025 6:47 AM UTC
JPY falls across the board as US and European yields rise despite hawkish comments from BoJ deputy governor Himino
September 2, 2025 2:07 AM UTC
BoJ's Himino says despite 3 rate hikes inflation still high, real rates still low
September 1, 2025 3:30 AM UTC
US Federal Appeals court rules that most of Trump's tariffs are illegal
August 29, 2025 1:06 PM UTC
US trade data USD negative, but little impact thus far. CAD suffers from weaker GDP
August 29, 2025 3:21 AM UTC
Tokyo August headline CPI 2.6% y/y
August 28, 2025 6:40 AM UTC
Declining US yields and negative Nvidia reaction to results put the USD under pressure
August 28, 2025 1:19 AM UTC
USD begun on a soft note for Thursday
August 27, 2025 4:22 AM UTC
USD recovered Tuesday's losses
August 26, 2025 1:02 PM UTC
Ex-transport durables show some strongth, but USD still hampered by Fed focus
August 26, 2025 6:44 AM UTC
USD dip on firing of Fed's Cook largely reversed, but negative bias remains
August 26, 2025 1:27 AM UTC
Trump announced that he has dismissed Federal Reserve Governor Lisa Cook
August 25, 2025 1:37 AM UTC
USD/JPY rebound after Friday's slump
August 22, 2025 2:13 PM UTC
Powell signals September rate cut liekly. US yields lower and USD down with them. JPY leads the way
August 22, 2025 6:42 AM UTC
Stronger US data, a downward revision to German Q2 GDP and weaker equities put the USD on the front foot against the EUR and AUD
August 22, 2025 12:53 AM UTC
National headline CPI 3.1% y/y, so as core but core-core 3.4%
August 21, 2025 2:09 PM UTC
Higher initial and continuing claims trigger modest USD decline
August 21, 2025 2:02 PM UTC
US composite S&P MI matches the high from December. USD gains across the board
August 21, 2025 5:07 AM UTC
Relatively quiet Thursday
August 20, 2025 1:52 PM UTC
Trump has called for Fed governor Lisa Cook to resign due to accusations of mortgage fraud. USD lower, safe havens preferred
August 20, 2025 5:21 AM UTC
Japan y/y Exports -2.6% vs -2.1% expected
August 19, 2025 6:42 AM UTC
Little to move markets today as Ukraine Summit produces little of substance. Mild risk negative tone
August 19, 2025 3:59 AM UTC
Japan PM calls for ceasefire and fair peace, weighs role in Ukraine security
August 18, 2025 6:43 AM UTC
Little to move markets today with Trump-Zelenky meeting the main focus
August 18, 2025 1:24 AM UTC
The first Trump-Putin meeting a nothing burger
August 15, 2025 1:12 PM UTC
US retail sale sand Empire survey on the strong side
August 15, 2025 6:40 AM UTC
Japanese GDP rose 0.3% q/q in Q2, supporting the JPY
August 15, 2025 1:38 AM UTC
Japan preliminary Q2 GDP +0.3% q/q
August 14, 2025 12:46 PM UTC
USD up after stronger PPI
