USDJPY Loading... : Bullish and Bearish Analyst Opinions
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05:11
Jul 08
Jul 08
Yen to weaken further
The renewed conflict and oil spike are negative for Japan: the dollar will strengthen as a safe haven and the yen will continue to weaken, feeding import inflation. Solid wage growth above 3% will eventually push the BOJ to tighten, but near-term yen weakness is likely to persist.
MED
06:10
Jul 06
Jul 06
Yen medium-term strength target 152
Japan's balance of payments has structurally improved and the yen is undervalued; BofA expects USD/JPY to grind toward 152 over the medium-to-long term, though near-term dollar-yen may test higher levels and a BOJ show of hand is needed for conviction.
MED
15:42
Jul 02
Jul 02
The author notes that USDJPY and COR1M both peaked and bottomed on the same day following a weaker NFP, calling it potentially interesting but not taking a directional position.
14:11
Jul 02
Jul 02
Speaker reports short USD/JPY position is finally working, no explicit catalyst stated.
LOW
12:00
Jul 02
Jul 02
The author provides a detailed market structure analysis of the Korean AI unwind and its transmission into US semis via SOXL, but does not state any personal long/short positions or explicit forward calls.
14:20
Jun 29
Jun 29
Author expresses disappointment that the parent did not take a maximum long position in USDJPY, indicating a strong bullish conviction on the pair.
16:26
Jun 23
Jun 23
Japan policy impotent, yen to weaken
Japan is running out of options to support the yen. Verbal jawboning, aggressive intervention, and rate hikes have all failed. The Bank of Japan does not signal a credible hiking path, while the Fed remains hawkish, pushing interest rate differentials further in the dollar's favor. Short of coordinated intervention akin to 2011, the path of least resistance is a weaker yen, with USD/JPY likely to reach 162.
MED
04:52
Jun 23
Jun 23
Short USDJPY as author commits to a short position, citing irresistible setup; reasoning is implicit conviction-based rather than a specific catalyst, keeping confidence low.
MED
10:20
Jun 19
Jun 19
Watch USDJPY break above 160.
The 160 level in USDJPY has been a well‑defended barrier. If it breaks significantly, momentum traders are likely to jump in, accelerating yen weakness and pushing the pair higher.
MED
21:26
Jun 18
Jun 18
Dollar strength, yen and euro weakness.
The US dollar remains very well bid with clear strength. The yen may have a whole new leg down after the BoJ rate hike failed to move USDJPY and it is crawling above 160. The euro remains below its 50-day moving average and is breaking to lower lows. Flows into US equities are supporting the dollar, and a breakout above the 100 level on DXY is a key question.
MED
20:16
Jun 17
Jun 17
Author notes record yen shorts and the 160 level as a key test for policymakers, but expresses uncertainty about Japan's willingness to intervene.
LOW
14:01
Jun 16
Jun 16
Author discloses a current long position in USDJPY; no explicit catalyst stated beyond a direct reply context, but first-person position language is clear and unambiguous.
MED
13:02
Jun 06
Jun 06
The author draws a historical parallel to the 1985 Plaza Accord intervention, questioning whether a similar yen rally could occur again without taking a current position.
LOW
14:05
May 16
May 16
Brad Setser argues that Japan's MoF borrows yen rather than printing it, and notes oil at $110 with yen at 155-160 is more expensive in yen terms than oil at $120 with yen at 80 in 2011, highlighting currency-driven commodity price impacts.
HIGH
11:09
May 07
May 07
Long USD/JPY on weak intervention
James Lord expects USD/JPY to move higher (i.e., yen to weaken) because the fundamental case points to a rise in the pair. He argues that FX intervention is unlikely to have a sustained impact and that the rate differential narrative has lost influence, with risk appetite and terms of trade now driving the yen.
MED
15:48
May 01
May 01
Brad Setser analyzes whether pushing the yen weaker than 160 will make markets nervous, noting the 2024 intervention set expectations that were just ratified.
HIGH
16:01
Apr 30
Apr 30
Historical intervention patterns suggest USDJPY has further upside; skew from repeated intervention supports continued rally in the pair.
MED
13:20
Apr 30
Apr 30
Brad Setser suggests a defense of the 160 yen level would not be surprising given concerns about the yen price of oil, implying potential intervention risk.
12:04
Apr 30
Apr 30
Andy Constan praises Nik Lentz's USDJPY short trade (long yen futures), but the tweet is a retweet without Constan's own forward-looking directional view.
20:34
Apr 28
Apr 28
Quinn Thompson argues the BOJ's hawkish stance is superficial and expects USDJPY to reach 160, signaling yen weakness and potential intervention risks.
HIGH
14:51
Apr 28
Apr 28
Buy USDJPY expecting yen weakness as BOJ refrains from hawkish action, allowing the pair to rise toward 160.
HIGH
03:57
Apr 24
Apr 24
Short yen amid weak BOJ communication.
The yen is extremely weak near 160, and the BOJ's poor communication has failed to prepare markets for a rate hike, creating an ideal environment for carry trades. Shorting the yen while buying high-yielding assets is attractive.
HIGH
16:12
Mar 27
Mar 27
The author is explicitly long USD/JPY, celebrating its break above the key 160 level and expecting the bullish trend to continue.
HIGH
08:14
Mar 19
Mar 19
The Japanese Yen strengthens against the US Dollar as the pair drops by half a percent to reach the 159.06 level.
00:41
Mar 16
Mar 16
The author is skeptical that any Japanese FX intervention will succeed, expecting the market to overwhelm it and push USDJPY significantly higher.
MED
08:48
Feb 25
Feb 25
MUFG expects the Yen to weaken (USDJPY to rise) due to dovish appointments at the Bank of Japan.
MED
14:44
Feb 24
Feb 24
Buy USDJPY as Takaichi adopts Trump-style economics — opposing rate hikes, pursuing fiscal spending, and showing reduced concern about yen weakness following a Friday SCOTUS ruling that removes a key constraint on her policy path.
MED
About USDJPY Analyst Coverage
Buzzberg tracks USDJPY across 16 sources. 9 bullish vs 4 bearish calls from 26 analysts. Sentiment: predominantly bullish (14%). 35 total trade ideas tracked. Latest voices: Dayeon Hong, Claudio Piron, ces921.