Japan PM Ishiba’s government cuts FY25/26 Budget plan to JPY 115.2tln also will reduce new government bond issuance to 28.6tln yen This article was written...
Fundamental Overview The USD continues to be supported against most major currencies, especially the commodity currencies, as the markets remain in a risk-off mood following...
USDJPY daily Goldman Sachs analyzes the impact of anticipated Japanese repatriation flows, particularly from major institutions like GPIF and financial firms shifting allocations away from...
USD/JPY daily BofA remains structurally bearish on JPY, raising their USD/JPY forecast to 165 (previously 160) and expecting the 10-year JGB yield to reach 1.65%....
Fundamental Overview The USD has been relatively stronger against most major currencies since Friday as the markets went into risk-off following some bad US data...
MUFG highlights the JPY as the best-performing G10 currency in 2025, driven by narrowing yield differentials and stronger-than-expected Japanese GDP growth. They maintain a short...
Morgan Stanley maintains its broader G10 FX outlook, favoring AUD and JPY as top performers, GBP resilience, and NZD gains trailing AUD. They see CAD...