Bank of Japan

Analyzing the critical link between Japanese wage growth and household spending as the primary indicators for BoJ policy normalization and USD/JPY trends.

Analyze how Japan's shifting wage growth and household spending patterns are reshaping the Bank of Japan's normalization path and JPY volatility.

Japan's inflation narrative is shifting from imported shocks to domestic persistence, fundamentally altering the BOJ's 2026 rate path via second-round effects.

NZD/JPY enters the Monday session with a heavy profile below the 93.00 pivot. Discover the key support and resistance levels for the London/NY handover.

AUD/JPY maintains a heavy profile below the 108.00 pivot. Discover the key support levels and session handover markers for the upcoming London and New York sessions.

The Bank of Japan maintains its 0.75% policy rate while upgrading GDP forecasts, signaling an underlying hawkish pivot and a firm bias toward future normalization.

Japan's core inflation cooled to 2.4% in December, yet underlying price pressures remain sticky at 2.9%, keeping the Bank of Japan's normalization path in play.

AUD/JPY maintains a constructive bias above the 108.50 pivot as traders weigh front-end rate shifts and risk-on sentiment.

Japan's core CPI decelerated to 2.4% in December, cooling the urgency for Bank of Japan rate hikes while underlying inflation remains sticky above target.

Japan's path toward monetary normalization hinges on the critical intersection of wage growth persistence and yen-driven imported inflation.

Japan’s wholesale inflation moderated in December, yet a persistent weak Yen continues to apply upward pressure on import costs, complicating the Bank of Japan's normalisation path.

GBP/JPY continues to trade as a rates-spread derivative as the market weighs UK growth optics against Japan's elevated yield environment.

GBP/JPY edges higher toward the 213.00 resistance level as Japanese Yen weakness persists amid political uncertainty and 160 psychology.

Japan's corporate goods pricing cooled to 2.4% in December as energy costs ebbed, though a weak yen continues to pressure import costs for the Bank of Japan.

The GBP/JPY cross faces intense upward pressure as Japanese election risks and fiscal concerns weigh on the Yen, despite looming intervention fears near the 160 level.

EUR/JPY faces upward pressure as Japan election risks and fiscal concerns weigh on the Yen, while intervention fears loom near the 160 psychological level.

USD/JPY hovers near 159.20 as Japanese political uncertainty creates a persistent JPY discount, while the US Dollar balances rate support and policy premiums.

The GBP/JPY cross remains underpinned by a weakening Yen as Japanese political uncertainty and fiscal expansion narratives drive the market toward the 214.00 resistance level.