Goldman Sachs sees a stronger case for being tactically long the yen after its rally. A September BOJ hike is more than fully priced, there is speculation of faster consecutive hikes, and a possible GPIF allocation shift or repatriation is putting a floor under the yen. USD/JPY levels to watch are 155.2 then 155; a clean break below 155 could open a move toward 150 as outstanding yen shorts unwind.