Kikuko Takeda
Kikuko Takeda
data dollar figure good higher impact level limited
The impact of the U.S. data was limited as the figure was not that good to keep the dollar on the 119 yen level or higher at this point.
fed interest market raise rates whether
The market would like to see whether the Fed will raise interest rates more than two more times.
domestic foreign governor investors market meeting monetary policy signals speech trying unchanged view
The domestic market view is that Japan's monetary policy will be unchanged at this meeting and there won't be many signals in governor Fukui's speech for foreign investors trying to find some clues.
against currency interest japanese pressure rate remain weakest
The Japanese yen will remain the weakest currency on the interest rate differentials. Pressure against the yen will be spreading.
capital deny driving hard japan
It's hard to deny that capital outflows from Japan have been driving the yen's weakness.
among banks central continues increasing investors loser lure major next raise rates unlikely year
The yen will be the loser among the major currencies. The BOJ is unlikely to raise rates next year while other central banks are increasing rates. The rate-gap story continues to lure investors away from the yen.