Europe

8

Oct 2026
Japan’s Foreign Bond Outflows Halve in October, Easing Repatriation Pressure on the Yen

Japan’s net foreign bond outflow narrowed in October, signaling stabilizing capital flows and potentially range-bound USD/JPY.

8

Oct 2026
Yen’s carry-trade funding role questioned as rate gap narrows and USD/JPY volatility rises

Yen interventions and BOJ tightening raise volatility, undermining JPY carry funding and favoring options-based strategies.

7

Oct 2026
Ueda Signals Conditional Tightening as USD/JPY Holds 158; Markets Price October Hike Odds

Ueda signalled data-dependent BoJ tightening as USD/JPY consolidates near 158; wages, Fed minutes, intervention risks loom.

7

Oct 2026
Markets eye BoJ October report as yen weakens and futures price one-in-four hike odds

Overnight futures see 26% BoJ October hike odds; yen pressured as inflation rises and USD/JPY pivots.

6

Oct 2026
USD/JPY Trades Sideways as Near-Term Consolidation Persists, Bearish Momentum Builds Over Months

USD/JPY consolidates near 158, staying range-bound short-term, while building bearish momentum amid narrowing yield differentials.

6

Oct 2026
USD/JPY Bulls Press 158.80 Ceiling as Yield Gap Supports Breakout Risk Towards 160.20

USD/JPY compresses under 158.12–158.80; bulls absorbing supply, eyeing breakout above 158.85 toward 160.20.

6

Oct 2026
Dollar demand lifts USD/JPY above 158 as BoJ caution offsets Japan intervention risk

USD/JPY rises above 158 as dollar demand and yield gap outweigh Japan intervention and cautious BoJ stance.

5

Oct 2026
US yields climb as fading Fed hike bets bolster dollar and heighten global fiscal strains

US payrolls cool hike odds; yields climb, dollar firms amid geopolitical, fiscal, and AI-driven power pressures.

5

Oct 2026
USD/JPY Holds Near 157.70 After Soft US Jobs Data as BoJ Hike Bets Build

USD/JPY holds near 157.70 after weak US jobs; Fed hike odds persist, BoJ hike bets rise.

3

Oct 2026
CFTC data shows Japanese yen net long positions ease, fuelling expectations of near-term weakness

CFTC data shows JPY net long positions fell to 55.4k from 72k, hinting weakening yen sentiment.

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