Japan weighs cutting JGB liquidity supply as bond scarcity fades
Japan may trim issuance in 5-to-11-year JGB liquidity auctions as shortages ease, with the decision due after next week's dealer meeting.
24/09/2026 00:4115 min read
BOJ
USD/JPY stays above 157 after BOJ hike, intervention fears persist
USD/JPY stays above 157 after BOJ hike; intervention risks persist with yields near 5%.
23/09/2026 05:1111 min read
USDJPY hovers at 61.8% retracement as bulls and bears clash
USDJPY tests the 61.8% retracement at 157.536 after buyers defended the 50% midpoint, with key resistance at 157.90-158.04.
21/09/2026 19:1111 min read
USD/JPY Outlook: Yen Gains Momentum as BoJ Tightening Nears
USD/JPY slides toward 155 support as BoJ tightening expectations boost the yen. Key technical levels at 152 and 149 are in focus, with CoinCodex projecting a…
21/09/2026 17:4524 min read
USD/JPY intervention risk looms as Japan holiday thins liquidity
USD/JPY sits near 157 as yen falls 2% despite BOJ hike, with thin holiday liquidity and intervention risk in focus. Technical levels and MUFG see limited…
21/09/2026 10:0111 min read
EUR/USD and USD/JPY option expiries set to guide price action on September 21
EUR/USD and USD/JPY option expiries at 1.1470 and 157.00 may help keep price action contained, with yen intervention risks heightened due to thin liquidity…
21/09/2026 05:415 min read
CFTC data: hedge funds net long yen for first time since July 2025
Hedge funds turned net long yen for first time since July 2025 per CFTC data, ahead of rate hikes that later hurt the yen.
20/09/2026 23:5114 min read
Neutral rate estimates climb at Fed, ECB, Japan; impact on bonds and borrowers
Economists are raising neutral rate estimates for the Fed, ECB, and Japan, signaling higher long-term yields and less room for rate cuts.
20/09/2026 22:4532 min read
Tokyo market holidays spur yen intervention speculation
Japan's market closures for the first three days of the week thin yen liquidity, reviving speculation that authorities might intervene. The yen fell over 2%…
20/09/2026 20:3114 min read
BOJ Conducts FX Rate Check, Report Says
Nikkei reports the Bank of Japan conducted an FX rate check, often a precursor to intervention. USD/JPY fell from 158.00 after the report.
18/09/2026 18:014 min read
USD/JPY Retreats from 156.66 and 158.04 Pivot Points After BOJ Boost
The Bank of Japan's 25bp hike, marked by dissents and a less hawkish tone, prompted USD/JPY to swing, but key support and resistance at 156.66 and 158.04 now…
18/09/2026 17:1117 min read
Yen tumbles as BOJ's cautious guidance dashes hawkish bets
USDJPY jumps toward 158 after BOJ's 25bp hike, but the yen slips as Governor Ueda offers no clear signal for further hikes, while oil and stocks diverge.
18/09/2026 12:3118 min read
Yen Weakens, European Stocks Decline After BOJ Raises Rates
The BOJ hiked rates 25 bps to 1.25%, but dovish dissents disappointed markets. The yen weakened, stocks fell, and oil and bond yields remained elevated.
18/09/2026 12:228 min read
European equities edge lower in cautious open following Fed-driven gains
European stocks opened slightly lower Friday as profit-taking set in after a post-Fed rally; BOJ raised rates to 1.25%.
18/09/2026 07:335 min read
Ueda: Spring wage talks crucial for BOJ inflation outlook
BOJ Governor Ueda highlighted spring wage talks for FY2027 as key for inflation trends, and said policy will not be swayed by board changes.
18/09/2026 07:227 min read