Trading Insights

USD/JPY

Pro-Liquidity US Environment to Drive Capital Flows from Japan

USD/JPY maintains cautiously bullish outlook as Japanese economy shrank 2.3% Q3. Takaichi stimulus pushing Japanese yields higher, particularly short-end; BoJ supportive but bond market skeptical. With US resuming pro-liquidity environment, chance that flows into US assets improve, strengthening USD further. Fed and BoJ on divergent monetary policy paths like ECB and Fed. Combination of strong US fundamentals and rate cuts likely to spur USD strength—hot money flows into Japan may not help currency appreciation.

Key Levels: Support at 154.616 | Resistance at 158.232

Investor Takeaway: RSI below MA trending down with increased MACD selling pressures signal near-term caution, but US liquidity environment should reverse capital flows favoring dollar.

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