USD, JPY, EUR flows: JPY slips after Ueda comments

November 18, 2024 7:50 AM UTC

USD/JPY moved higher after Ueda speech, but BoJ December rate hike remains a close call. EUR/USD may have modest scope for recovery.

USD, EUR, JPY, AUD flows: USD stays firm

November 14, 2024 7:55 AM UTC

USD gains continue but stretched against AUD and JPY

USD flows: USD up on likely Republican clean sweep

November 6, 2024 7:32 AM UTC

USD up as Trump victory seems assured with the Republicans also likely to win both houses of Congress. JPY to suffer most initially on risk positive move 

USD flows: Election awaited, mild risk positive tone

November 5, 2024 7:44 AM UTC

Markets awaiting election news. USD starting close to fair based on recent metrics. 

USD flows: USD generally weaker after employment report

November 1, 2024 12:54 PM UTC

US employment report clearly on the weak side with downward revisions to August and September as well as the weaker (but weather and strike affected) October number. USD risks on the downside but major move unlikely ahead of the election 

JPY flows: JPY firmer after BoJ

October 31, 2024 7:29 AM UTC

JPY firmer after BoJ meeting with Ueda comments suggesting tightening cycle will continue

USD. JPY, EUR flows: JPY soft after election, USD firm

October 28, 2024 7:36 AM UTC

USD/JPY continues to gain as ruling coalition loses majority at weekend election, while USD continues to benefit from rising yields. 

JPY flows: JPY weakness extends further

October 23, 2024 6:43 AM UTC

More post August highs for USD/JPY as US yield rise continues. Short term JPY weakness hard to oppose while US equity sentiment holds firm, but longer term levels are overstretched

JPY flows: JPY weakness extends

October 22, 2024 6:41 AM UTC

More post August highs for USD/JPY as US yield rise continues. Short term JPY weakness hard to oppose while US equity sentiment holds firm, but longer term levels are overstretched

USD flows: USD a little softer after housing starts

October 18, 2024 12:48 PM UTC

USD dips slightly after housing starts. EUR/USD still looks biased lower but USD/JPY stretched near 150.

USD, JPY, EUR flows: USD firm, JPY weakness extends

October 9, 2024 1:46 PM UTC

USD strength and JPY weakness extends. Echoes of early summer and more JPY wekanes looks likely unless we see weaker US CPI data

USD flows: USD surges on strong employment report

October 4, 2024 12:52 PM UTC

USD sharply higher on unambiguously strong US employment report

JPY flows: JPY weakness extends

October 3, 2024 6:49 AM UTC

JPY weakness extends on dovish comments from Ishiba against background of better regional risk sentiment

USD, CHF, JPY flows: USD firm after better ADP

October 2, 2024 1:17 PM UTC

USD generally higher but JPY seeing largest move as risk sentiment recovers (at least in FX trading)

JPY flows: JPY rises sharply in early Europe

September 27, 2024 6:56 AM UTC

USD/JPY falls 3 big figures in early Europe. Wires are attributing the move to the result of the Japanese LDP leadership election, although it looks like a move that might have been triggered by intervention. Either way, it breaks the JPY downtrend of the last two weeks, but further action may be ne

AUD, JPY flows: Mildly corrective risk tone

September 25, 2024 6:45 AM UTC

Some correction seen in recent risk positive moves as equities edge lower

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 flows: JPY weakness the main FX impact of the 50bp Fed cut

September 19, 2024 6:59 AM UTC

USD/JPY was higher after the Fed rate cut, with US yields and equities both rising. Other currencies were little changed against the USD

EUR flows: EUR little affected by weak ZEW

September 17, 2024 9:42 AM UTC

ZEW survey very weak but EUR show little reaction. Nevertheless, it does suggest some downside risks.

USD flows: USD up on stronger CPI

September 11, 2024 12:56 PM UTC

USD gains across the board, though JPY initially sees the most weakness

USD, JPY, AUD, EUR flows: JPY slightly offered as risk recovers

September 9, 2024 6:45 AM UTC

A better equity performance overnight has allowed some correction to recent JPY strength, but JPY still looks well supported

JPY, CHF, GBP flows: JPY steadier, GBP, CHF gains stretched

August 27, 2024 7:08 AM UTC

JPY stabilising, CHF and GBP strength statign to look overdone

JPY flows: Bullishness on JPY Remains

August 26, 2024 9:06 AM UTC

JPY is condolidating, but bias remains for further gains this week.  

USD flows: USD rising on better PMI

August 22, 2024 1:05 PM UTC

USD gains as PMI rises more than expected 

JPY flows: JPY reverses Monday gains, but...

August 20, 2024 7:02 AM UTC

JPY gains on Monday largely reversed, but upside potential remains

USD, JPY flows: JPY up after softer US housing starts

August 16, 2024 12:55 PM UTC

US July Housing starts the lowest since May 2020 extend JPY rise

JPY, EUR, CHF flows: JPY lower on Uchida comments

August 7, 2024 7:01 AM UTC

BoJ deputy governor Uchida's comments indicating that the BoJ would not tighten in unstable markets has helped USD/JPY correct higher. More corrective pressure may be seen today, but underlying picture remains JPY positive 

USD, JPY, NOK, AUD flows: Mild risk recovery continues

August 6, 2024 7:07 AM UTC

The risk reocvery ocntinued overnigth and the JPY has fallen back, but remains undervalued. CHF still has more downside scope, and high yielders could recover further

CHF, JPY flows: CHF strength approaching limits

August 1, 2024 6:49 AM UTC

CHF gains against the EUR reflect some weakening in risk sentiment but the JPY remains the preferred safe haven

USD, JPY, CHF flows: Steadier markets as risk stabilises

July 26, 2024 7:06 AM UTC

Riskier currencies edging higher, JPY stable as risk stabilises and Japan Tokyo CPI comes in in line with expectations.

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

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, CHF flows: JPY and CHF gain as equities slip

July 19, 2024 7:19 AM UTC

JPY and CHF rally as equities turn lower. JPY remains preferred on value grounds

USD, JPY, EUR flows: USD better bid after Trump assassination attempt

July 15, 2024 6:50 AM UTC

USD firmer, higher yielders likely more vulnerable with risk appetite a little weaker 

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