Tag
#Japanese yen
Yen undervalued by 20% puts Japan intervention back in play
Yen undervalued by 20 per cent is how former FX chief Tatsuo Yamasaki reads Japan's currency slide, sharpening the risk of surprise intervention.
The safe-haven trade is no longer simple
Safe havens in 2026 are failing to cushion shocks as inflation, fiscal strain and carry trades overpower Treasuries, gold and the yen.
Yen 40-year low keeps Japan intervention risk in focus
Yen 40-year low levels near 162.41 per dollar have pushed Japan intervention risk back to the centre of FX markets as the Fed-BoJ gap stays wide.
Japan's super-long JGB market loses a natural buyer
Japan super-long JGB yields are climbing as life insurers turn sellers, weakening a key source of duration demand in a market global investors watch.
BOJ Ueda absence clouds June rate decision as yen stays near 160
BOJ Ueda absence shifts June rate messaging to deputies as markets price a 25-basis-point hike and watch the yen near 160.5.
Yen carry trade risk rises as Stephen Jen sees rebound
Yen carry trade risk is rising as Stephen Jen, BofA and Japan's ¥11.73 trillion intervention point toward a stronger currency.




