Europe

10 August 2026
Japan Bank Lending Growth Slows in July, Tempering BOJ Tightening Bets and Weighing on Yen

Japan’s bank lending growth slowed to 5.4%, missing forecasts, signalling cautious BoJ, weaker yen, bonds rally, equities.

8 August 2026
CFTC data show speculators trim yen shorts sharply as net position moves towards neutral

CFTC data show yen shorts narrowed sharply toward neutral, reducing bearish positioning and easing speculative downward pressure.

7 August 2026
Japan household spending slumps in June, fuelling doubts over Bank of Japan rate normalisation

Japan’s June household spending fell 3.3%, missing forecasts, weakening yen, supporting Nikkei, and boosting JGB futures.

7 August 2026
Dollar holds near 158.20 against yen as NFP looms and intervention risks linger

USD/JPY holds near 158.20 as NFP looms; options traders eye volatility, intervention risk, and key levels.

6 August 2026
Euro holds near ¥182.25 as intervention risk and Eurozone sales data steer EUR/JPY volatility

EUR/JPY held near 182.25 as intervention fears rose; traders eye Eurozone retail sales and volatility-based options strategies.

6 August 2026
USD/JPY extends rebound to 157.80 as intervention fades and payrolls loom

USD/JPY rebounded to 157.80 as yen profit-taking fades intervention gains; traders brace for payrolls volatility.

6 August 2026
Policymakers target competitive depreciation, raising repricing risk for Asian FX and options traders

Policymakers curb competitive depreciation, raising sudden upside risk for Asian currencies; derivatives traders should reposition accordingly.

6 August 2026
USD/JPY steadies near 157.65 as weak US data weighs, BoJ hike odds lift yen demand

USD/JPY steadied near 157.65 as weak US data and rising BoJ hike odds boosted yen.

5 August 2026
Bessent pledge to support yen prompts USD/JPY pullback focus as Japan repo access expands

Bessent vows yen defense; USD/JPY rebounds near retracements as data, Iran tensions drive option-based trading strategies.

5 August 2026
Societe Generale Sees US–Japan Yen Support as Trade-Weighted Move to Cap Asian Dollar Strength

Societe Generale views US–Japan yen support as trade-driven dollar restraint; markets doubt durability; traders brace for volatility.

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