JPY flows: JPY weakens on Ueda comments

September 20, 2024 7:12 AM UTC

USD/JPY has risen a figure in response to the Ueda press conference. While Ueda retained his longer temr hawkish stance, his comments suggested there was no hurry to raise rates

USD, JPY, AUD, CHF flows: Risk recovery overnight

September 12, 2024 6:53 AM UTC

High yielders gain and safe havens dip on risk reocvery overnight, but JPY likely to be resilient

JPY, AUD, NOK flows: JPY strength continues, risk currencies pressured, NOK good value

July 25, 2024 6:59 AM UTC

JPY strength has continued as risk positions have been unwound with the AUD suffering in particular. EUR/NOK is testing its highs in Europe but NOK represents good value longer term

JPY flows: JPY rally continues as risky assets soften

July 24, 2024 7:05 AM UTC

JPY up, riskier currencies down as equities and commodities fall back

AUD, JPY flows: AUD remains under pressure, JPY firm

July 23, 2024 6:55 AM UTC

AUD/JPY declining as regional risk sentiment remains weak.

JPY flows: JPY opens firm in Europe

July 22, 2024 6:55 AM UTC

JPY gains strongly at European open without obvious trigger but US politics a focus

JPY flows: Extreme JPY weakness; what can turn it?

July 11, 2024 10:53 AM UTC

The JPY is at record weak levels and continued to make new lows despite narrowing yield spreads and FX intervention. Will the trend ever turn? Risk aversion looks liek the most likely candidate to trigger a recovery which could be huge when it comes

JPY flows: More new lows, levels are extreme

July 3, 2024 7:14 AM UTC

JPY declines continue with no BoJ opposition

JPY flows: BOJ Rate Hike June 14 A Close Call

June 7, 2024 3:35 PM UTC

On USD/JPY, attention should switch to the BOJ meeting on Friday, where only a 10% chance of a 10bps hike in the BOJ policy rate means the market is relaxed. 

JPY flows: New JPY lows after BoJ meeting

April 26, 2024 6:52 AM UTC

There was no indication of further imminent tightening from the BoJ, and this led to new JPY lows. But US yields continue to be the main driver of JPY weakness, and overnight JPY decline may consequently be overdone