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More support to the yen may well be needed as markets still have reasons to push USD/JPY higher
Whilst not official yet, there are clear indications that Japan intervened in the FX market this morning after USD/JPY touched 160.0
Robust data has pushed market expectations for the timing of the first cut to December. We still see the chance of a September move
Markets are clearly disappointed with the colourless policy guidance
The divergence of FX markets from rates and equities generally doesn’t last long, and we expect a delayed USD strengthening
BoJ policy decision is the main focus in Asia ahead of tonight's US inflation data
Markets are now on very high alert for Japanese FX intervention
Today's focus will be on the US core price deflator and what it means for the Fed and the dollar
We’d be cautious about jumping into a bearish dollar narrative on the back of soft activity surveys
Australia inflation and BI policy meeting today
