Japan's real wages rose in March, boosting odds of a June hike
Wage growth was weaker than expected, but steady increases should be more important for the BoJ
FX Daily: It's good to be hawkish
How central banks react to the inflation shock will be key for FX now
FX Daily: Risk on weighs on dollar, but caution warranted
Risk rally weighs on the dollar, but case for extended sell-off is yet to be made
US light crude trading above $100/bl could mean more conciliatory US talk and a softer dollar
The continued disruption to energy flows out of the Middle East is keeping the dollar bid
FX Daily: Overweight Europe and EM positions remain at risk
FX Daily: Yen remains hard to love in the short term
FX Daily: JGB stability helps the yen
Per la BCE non è il momento di andare in vacanza
Eurozona, la produzione industriale cala a maggio
Giappone, la vittoria del LDP di Takaichi è positiva per gli asset rischiosi
Rates – turning Japanese, I really think so
A tough road ahead for the Bank of Japan
FX Daily: The three themes driving global FX right now
Japan and South Korea: Big moves, big opportunity
Recent sharp moves in Japan and South Korea rates and FX have sparked some valid conversation on what to do. Here are some ideas
FX Daily: De-dollarisation trend remains elusive
US Treasury TIC data shows continuing strong demand for US assets
FX Daily: Dollar may come out stronger after Fed drama
Why the Bank of Japan might wait until the second half of 2026 to tighten again
FX Daily: Yen finally finds some support
FX Daily: Yen missing out on equity sell-off
FX Daily: Dollar shows its vulnerable side
FX Daily: Yen under pressure, but this is no 2013
