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Yen is off to a weak start with the resignation of Japanese Prime Minister Ishiba
- USD/JPY is around 148.22, from late Friday level around 147.35
Newsquawk Week Ahead: US CPI, BLS revisions, ECB, OPEC, French Vote, China CPI, Japan GDP
- Next week, highlights include US CPI, the BLS benchmark revisions, ECB rate decision, OPEC-8, French No Confidence Vote, Chinese Inflation & Trade, Japanese GDP, and the latest Apple Event
Japan July leading economic index 105.9 vs 105.9 expected
- Latest data released by the Japan Cabinet Office - 5 September 2025
Japan’s wages surge in July as real pay rises for first time since December - recap
- Japan’s wages jumped in July, with real earnings positive for first time in seven months.
ING flags October BoJ hike on rising pay, sees politics and tariffs as key risks
- ING sees October BoJ rate hike likely as wage growth accelerates, though political risks linger.
Trump has done a masterful job - headlines proclaim lower tariffs on Japanese autos!
- Trump has taken tariffs on Japanese cars from just about nothing to 15%, headlines say he has lowered them - here's how.
Japan July data. Real wages +0.5% y/y. Household spending +1.4% y/y (exp 2.3%)
- The Bank of Japan is looking for higher wages to fuel inflation
In the US? You got 7 days to buy a Japanese car before the tariffs ramp prices up.
- Trump has loaded a 15% tariff onto Japanese vehicles coming into the US
Trump has finally signed the US-Japan trade agreement
- Trump signed an Executive Order on the 'deal'.
USD/JPY recoups yesterday's decline
- USD/JPY up to the best levels of the day
US, Japan reportedly in final stages of talks to bring down auto tariffs
- Reuters reports, citing a Japanese government source on the matter
Japan trade negotiator Akazawa: Visiting U.S. as administrative issues have been solved
- Akazawa off to the US for more trade talks
RBC: Rising Japan yields set to fuel yen surge, shift global flows ... in 2026
- RBC says rising Japanese yields could spark a major shift in global FX and bond flows as domestic investors keep more money at home. The bank sees stronger yen ahead.
Japanese political turmoil threatens to continue to weigh on the yen
- JPY recovered some ground on Wednesday, US time. 147.90 looks key for the session today.
CHF/NOK/SEK/AUD longs losing juice vs GBP/JPY as front-end spreads flip
- JPMorgan flags loss of momentum in fiscal FX trades as front-end spreads turn adverse.
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