JPY
Exclusive CHF - safe haven
Over the past 5 days the CHF has been the second best performing G10 currency after the NOK.
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Exclusive USD/JPY - milestone
The BoJ appears to have entered a new phase.
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Exclusive USD/JPY - second order effects
There were a number of parts of Fed Chair Warsh’s opening statement yesterday that could easily be spoken by Governor Ueda following the BoJ policy meeting
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Exclusive USD/JPY - shifting sands
Today USD/JPY tested the water below our previous 12-month forecast of 154.00.
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Exclusive JPY - carry qualms
This week’s surge in the value of the JPY was, it seems, unaided by further FX intervention by the MoF.
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Exclusive JPY - information?
US Treasury Secretary Bessent has made his views on Bank of Japan policy clear before.
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