Goldman sees yen, Nikkei risk from faster BOJ rate path
Goldman Sachs expects the Bank of Japan to hike this week and accelerate tightening, boosting yen but pressuring Nikkei.
14/09/2026 21:4515 min read
JPY
BOJ Rate Hike Expected Next Week; Focus Shifts to Future Path
The BOJ is set to raise rates by 25bp next week, but the central bank gives no clear signal on further hikes, leaving markets focused on pace and terminal rate.
11/09/2026 03:2716 min read
Japan's wholesale prices stay high, strengthening case for BOJ rate increase
Japan's wholesale inflation stayed hot in August, reinforcing expectations that the Bank of Japan will raise rates next week.
11/09/2026 00:4116 min read
Bessent says he has 'house' edge on yen
Treasury Secretary Bessent claims inside knowledge on yen policy, stoking questions about BOJ independence and market risks.
09/09/2026 19:327 min read
Japanese factory confidence near five-year high on chip-driven Reuters Tankan rise
Factory confidence in Japan hit near five-year high in September Reuters Tankan, driven by chip demand; manufacturers index reached +21.
08/09/2026 23:2320 min read
Yen touches strongest level in six months; Nikkei barely rises, Kospi jumps
The yen hit a six-month high against the dollar as BOJ hike bets built, while China's August imports missed forecasts and the Kospi gained nearly 2%.
08/09/2026 04:0312 min read
Japan's fastest wage growth in 27 years reinforces BOJ hike path
Japan's real wages rose 2.4% in July, seventh straight gain, while nominal pay hit 4.7%, fastest since 1997, supporting BOJ rate hike.
08/09/2026 00:0215 min read
USDJPY Slides 1.15% Leading FX Decline; EUR, GBP Edge Lower
USDJPY dropped 1.15% as yen strengthened on BOJ rate hike bets. Geopolitical tensions pushed oil prices higher. EUR and GBP fell modestly.
07/09/2026 13:1214 min read
Japan's July household spending sees steepest fall since January 2024
Japan's household spending fell 3.6% in July from a year earlier, the biggest drop since January 2024. A September BOJ hike remains almost fully priced in, atβ¦
04/09/2026 00:223 min read
Yen surges for second day, USD/JPY drops below 156; oil and gold rise
The Japanese yen surged for a second straight day, with USD/JPY falling nearly 300 pips. WTI crude and gold also gained, while bond yields eased.
03/09/2026 12:227 min read
USD/JPY slides below 158 as yen gains strength, technical outlook shifts
USD/JPY fell nearly 1% dropping back below 158 as yen strengthens on BOJ rate hike expectations and yield pullback.
03/09/2026 05:118 min read
Japan services PMI hits five-month high, supports BOJ rate hike case
Japan's services PMI hit 52.5 in August, supporting BOJ rate hike expectations amid sustained cost pressures.
03/09/2026 00:5620 min read
USD mixed, stocks gain amid Iran tensions: Americas FX wrap
USD mixed, stocks rise as Middle East tensions simmer. ADP data shows weak hiring ahead of Friday's payrolls report.
02/09/2026 20:4226 min read