Europe

2 July 2026
BNY iFlow Shows Cross-Border Clients Turn Underweight Yen as Carry Trades Rebuild

BNY iFlow shows clients underweight yen, as BoJ-Fed divergence revives selective JPY-funded carry trades demand.

2 July 2026
USD/JPY Slumps From 40-Year Highs as Japan Intervention Talk Lifts Volatility and Reprices Options

USD/JPY slid from 40-year highs near 163 to 161, fueling intervention fears and higher volatility.

2 July 2026
USD/JPY Whipsaws Stoke Intervention Buzz as Markets Brace for US Jobs Report

USD/JPY swings stoke intervention fears; markets await US jobs data, while central-bank divergence supports GBP and gold.

2 July 2026
Sterling and dollar slip as yen surges, stoking intervention speculation and driving options volatility higher

Sterling and dollar slid as yen surged, sparking intervention speculation; traders hedge with options amid thin liquidity.

2 July 2026
Japan Signals Stealth Yen Support Strategy as Officials Target Speculators Over Specific Levels

Japan avoids yen-level signals, raising uncertainty and hedging costs to punish speculators; intervention risk rises.

2 July 2026
Foreign flows into Japanese equities swing from ¥479bn inflow to slight net outflow by 26 June

Foreign buying of Japanese equities reversed, flipping from ¥479.4bn inflow to ¥1bn outflow, signalling caution.

2 July 2026
USD/JPY Hits Multi-Decade Highs as Fed-BoJ Rate Gap Widens, Intervention Risk Builds Ahead of Payrolls

USD/JPY hits multi-decade highs as US-Japan rate gap persists; intervention risk rises near 163–164, NFP key.

2 July 2026
Dollar steadies on higher yields as softer ADP tempers ahead of jobs report, euro slips

Dollar steadies near 101.40; mixed US data boosts volatility ahead of NFP, favoring FX and commodity options.

2 July 2026
Dollar-Yen Holds Near 162.50 as US Data Softens and Japan Intervention Risk Looms

USD/JPY near 162.50 as mixed US data, NFP risk and Japan intervention fears pressure the yen.

2 July 2026
Yen near 1986 lows as carry trades build and intervention risk grows around 165

Yen nears 1986 lows despite strong Tankan; crowded shorts and carry trades raise intervention, reversal risks.

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