JPY
USD/JPY at 40-year highs; BoJ rate hike pressure + Katayama-Bessent intervention talks set to send yen sharply higher
Bessent's active defense of the yen via swap lines and intervention will push USDJPY lower (yen stronger)
Falling oil eases Japan inflation, so the BOJ hikes slowly and the yen stays capped and weak.
BOJ's Himino warns rate-hike delays harm the economy, reinforcing the BOJ's tightening bias and JPY appreciation
BOJ leadership vacuum and relentless carry-trade flows are driving USDJPY to multi-decade highs, accelerating yen collapse.
USD/JPY breaks above 161 record highs; yen continues to weaken as US-Japan rate gap and intervention fear keep structural downward pressure on JPY.
Yen breaks below 161 vs USD on carry trade pressure and BOJ-Fed rate gap; yen weakness extends.
Japan and Korea trade like EMs heading into debt crises that drag down the whole world
Yen set to rally hard as a Reagan-style new leader resets a grossly undervalued currency
USDJPY breaks above 160 to the upside, dollar strengthens, global yields blow out
Yen breaks 160 and weakens; Japan is short all its energy and food, can't defend
A policy push to weaken the dollar vs yuan and Asian currencies lifts the yen as unhedged holders scramble.