JPY

Japan heads to the polls this weekend with markets watching fiscal signals

• JGBs and yen brace for political and policy implications

Japan June 2025 CPI remains well above the Bank of Japan target rate, still

• Japanese inflation is still above 3%

Japan Deputy Chief Cabinet Secretary Aoki: Concerned about speculative FX market movements

• Japanese authorities back to expressing concern about the weak yen

Japan's Akazawa and US' Lutnick held multiple phone calls

• Akazawa will meet with Bessent this week

Canada's Couche-Tard drops $47 billion bid for Japan's Seven & I over lack of cooperation

• Highlights broader questions about Japan’s openness to foreign takeovers.

Japan June trade data: Exports -0.5% y/y (vs. expected +0.5%)

• Japan June 2025 trade data

USDJPY Technical Analysis – Is this a breakout or just a fakeout?

• The USDJPY pair rises above the key resistance following the US CPI. What’s next?

Japan manufacturers' sentiment improved in July despite tariff worries (Reuters Tankan)

• Reuters Tankan

Japanese media repeats that Prime Minister Ishiba's government risks losing its majority

• Nikkei reporting

Asian markets will wake up to a troubling picture on Wednesday - risks all over the place

The USDJPY is stretching higher and above swing area

• The 50% midpoint at 149.375 is the next target

USD/JPY on approach towards 149 - when do the BoJ and Japanese government start to sweat?

• Intervention comments if we approach 150?

Japan and EU to strengthen economic ties with focus on trade, tech and supply chains

• Japanese media, Yomiuri report

Japan's Ishiba and Akazawa to meet Bessent in Tokyo ahead of tariff talks deadline

• Bessent is in Japan for the Osaka Expo

Japan May 2025 Core Machinery Orders -0.6% m/m (expected -1.5%, prior -9.1%)

• Japan core machine orders