Trading Insights

USD/JPY

Policy Divergence Keeps Yen Vulnerable

USD/JPY maintains a cautiously bearish short-term outlook following post-FOMC USD weakness linked to YCC concerns. The Bank of Japan is widely expected to hike rates, which paradoxically risks further yen weakness due to Japan’s rising debt servicing costs—exacerbated by the Takaichi government’s stimulus program.

Technical indicators show weakening momentum as the pair approaches support.

Key Levels: Support at 154.616 | Resistance at 158.232

Investor Takeaway: Near-term downside possible, but structural fiscal pressure keeps medium-term yen strength limited.

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