JPY

Tokyo headline July CPI 2.9% (vs. 3% expected)

• Tokyo area inflation data, all three remain well above the Bank of Japan 2% target

Barclays see support for the yen from the US-Japan trade deal

• Point to Uhcida's comments

Reports that Bessent threatens Japan with 25% tariff if Trump is unhappy

• Japan tariffs could go back to 25% if Trump unhappy: Bessent

Japan Preliminary Manufacturing PMI (July) 48.8 (Expected 50.2, Previous: 50.1)

• Japan Jibun Preliminary Manufacturing PMI

UBS says US-Japan trade deal will be a drag on Japan's economy, BoJ on hold to mid-2026

• An out of consensus call on the Bank of Japan from UBS analysts

Japan finance minister reaffirms that forex not included in trade deal with US

• Japan finance minister, Katsunobu Kabo, spoke with Kyodo News

Japan PM Ishiba: Did not discuss my resignation at all

• Comments from the Japanese Prime Minister

USD/JPY struggles with what to make do of US-Japan trade deal

• The pair has been flip flopping all morning in Asia since the announcement

BOJ flags trade uncertainty, signals caution on further rate hikes

• Another view on Uchida today

Bank of Japan Deputy Governor Shinichi Uchida - recap

• A cautious Uchida today

Trump admin official says Japan will buy more agricultural produce from US

• Makes mention of rice

More again from Bank of Japan Deputy Governor Uchida - CPI to dip then rise

Japan Prime Minister Ishiba: Agreed with the U.S. on tariffs.

• Japan Prime Minister Ishiba:

More from Bank of Japan Deputy Governor Uchida

• Must adjust monetary policy to best balance upside and downside risks

Bank of Japan deputy governor Uchida: Japan’s economy has recovered moderately

• Cautious comments here