Edit

JGB Yields Fall for the First Time in Two Weeks and Yen Bounces as Fin Min Calls on Nation's Pension Funds to Boost Domestic Allocation

July 10, 2026
The US dollar is softer against most currencies today. The main feature is the recovery of the yen, not in response to material intervention but on the call from the finance minister for Japanese pension funds to invest more in domestic assets. The Nikkei rally 1.2% and the 10-year JGB yield fell for the first time in two weeks. The 13 basis point…
JGB Yields Fall for the First Time in Two Weeks and Yen Bounces as Fin Min Calls on Nation's Pension Funds to Boost Domestic Allocation JGB Yields Fall for the First Time in Two Weeks and Yen Bounces as Fin Min Calls on Nation's Pension Funds to Boost Domestic Allocation Reviewed by Marc Chandler on July 10, 2026 Rating: 5
Edit

The US Dollar Consolidates with a Softer Bias as Oil Steadies

July 09, 2026
With the fog of war still shrouding the near-term outlook, the US dollar is mostly consolidating with a softer bias against the G10 currencies. Outside of the New Zealand dollar that is still basking in yesterday's rate hike, and the Canadian dollar, which is slightly softer, the other G10 currencies are up less than 0.15% ahead of the North A…
The US Dollar Consolidates with a Softer Bias as Oil Steadies The US Dollar Consolidates with a Softer Bias as Oil Steadies Reviewed by Marc Chandler on July 09, 2026 Rating: 5
Edit

Renewed War Roils Markets

July 08, 2026
There is one overreaching development that is driving the capital markets today. War. Hostilities between the US and Iran have intensified. At the NATO summit in Türkiye, President Trump has said the ceasefire is over. Oil prices have jumped. Benchmark bond yields have risen and stocks sold. The dollar itself is mixed in the G10 but is mostly stro…
Renewed War Roils Markets Renewed War Roils Markets Reviewed by Marc Chandler on July 08, 2026 Rating: 5
Edit
Struck Qatari Ship Underpins Oil and Gas Prices, While Strong Samsung Earnings Fail to Stem Chip and AI Profit-Taking Struck Qatari Ship Underpins Oil and Gas Prices, While Strong Samsung Earnings Fail to Stem Chip and AI Profit-Taking Reviewed by Marc Chandler on July 07, 2026 Rating: 5
Edit

Yen Remains Under Pressure

July 06, 2026
The dollar begins the new week on a firm note despite the disappointing employment report last week, but except against the yen, it remains within recent ranges. Japanese official rhetoric has not increased and the sell-off in JGBs seemed to add to the weight on the yen. The dollar rose to JPY162.40, a yen higher than it settled before the weekend…
Yen Remains Under Pressure Yen Remains Under Pressure Reviewed by Marc Chandler on July 06, 2026 Rating: 5
Edit
The Week Ahead: Disappointing US Data, Soft Two-Yield Yield Warns Dollar Leg Up on Fed's Hawkish Hold is Over The Week Ahead: Disappointing US Data, Soft Two-Yield Yield Warns Dollar Leg Up on Fed's Hawkish Hold is Over Reviewed by Marc Chandler on July 04, 2026 Rating: 5
Edit

Dollar Pulls Back Ahead of Employment, Led by Yen's Jump

July 02, 2026
The dollar is trading lower against all of the G10 currencies ahead of the US employment report. The softer ADP private sector estimate seems to have encouraged some paring of long dollar positions ahead of tomorrow’s US holiday. The yen is the strongest, up nearly 0.75% against the greenback. This does not appear to be a result of intervention. I…
Dollar Pulls Back Ahead of Employment, Led by Yen's Jump Dollar Pulls Back Ahead of Employment, Led by Yen's Jump Reviewed by Marc Chandler on July 02, 2026 Rating: 5
Subscribe to: Posts ( Atom )
Powered by Blogger.