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Strong economic figures will confirm the Japanese economy is doing better, reinforcing expectations ...
ETSUKO YAMASHITA The BOJ is expected to end its so-called quantitative easing policy of flooding the economy with cas...
TOMOKO FUJII The yen remains the preferred funding currency for carry trades. The Swiss franc was the alternative...
BORIS SCHLOSSBERG The end of quantitative easing is not positive for the yen at all, and the market is likely to find ...
TORU UMEMOTO There was an upgrade in the economic assessment by the BOJ and comments from governor Fukui. From th...
CARSTEN FRITSCH Flows should turn into a positive for the yen because domestic investors won't take funds abroad. It...
BENEDIKT GERMANIER The end of quantitative easing will definitely be yen positive. Government bond yields are going to ...
QING WANG Japanese and foreign investors are now rushing to unwind yen-carry positions on concerns over possib...
MASAHI HASHIMOTO The yen is still soft across the board and I think interest rate differentials are still the driver ...
SHAUN OSBORNE A third positive number in a row heightens expectations for the BOJ to raise policy next week. That ...
CALLUM HENDERSON We're starting to see positive signs that the Japanese business cycle may be moving around. The doll...
HARVINDER KALIRAI Expectations foreign investors will keep putting more money into Japanese equities are supporting th...
TETSU AIKAWA We've already seen the yen hit a little bit by people moving away from instant belief that there was...
JACK ROSENTHAL The yen will stay under pressure because of interest rate differentials. I am not so confident how t...
ARMIN MEKELBURG The Japanese economy is improving. The outlook for the yen looks positive given Japan's economic bac...
CHRIS LOONG The figures are not so bad and modestly yen positive. The Bank of Japan is on a solid track toward a...
TOMOKO FUJII Short-term rate expectations remain the single most important factor for dollar/yen,
TOMOKO FUJII The dollar's average break-even level for Japanese manufacturers is estimated at 115.32 yen for the ...
MASAAKI HIGASHIDA Everything has been put into question, first by the opposition and second by the opposition to Hashi...
JESPER KOLL Everything has been put into question, first by the opposition and second by the opposition to Hashi...
JESPER KOLL The report gave a reason to buy back the yen. An end of the easing monetary policy is just a matter ...
NOBUO KIHARA He's likely to make more bullish comments on the economy and deflation. That will put upward pressur...
TOMOKO FUJII As oil prices go below $60 per barrel, it should translate to yen strength. I think we are far close...
BORIS SCHLOSSBERG The markets would like to see some statement that the G7 are quite happy with the dollar-yen rate an...
ADRIAN SCHMIDT While the continued strength of the yen does present a risk to stretched carry positions in high-yie...
ASHLEY DAVIES The yen is a yardstick for sentiment. We think that Japan is having a bad situation, so you sell Jap...
MARC DESMIDT There's this building case that the BOJ will be changing policy soon. That's the trigger we've been ...
ADRIAN FOSTER The key for Asia is going to be the yen. As long as the yen stays about where it is or weakens a lit...
MAUREEN MCFARLAND Markets have been pricing in Koizumi's victory in the elections. That's positive for the yen.
TORU UMEMOTO Fundamentals will determine the level of dollar-yen, and the fundamentals still argue for a higher d...
ALLISON MONTGOMERY A weaker yen is definitely positive for Mazda and other automakers. Mazda's earnings are also helped...
KOICHI OGAWA This is the first clear warning in a very long time by the U.S. that Japan should not cap the rise i...
CALLUM HENDERSON The absence of any reference to the yen opens the way for dollar-yen to go up toward 125.
KIT JUCKES I think the fact that every time we've gone below 114 yen (on dollar/yen) we've bounced back higher,...
DEREK HALPENNY The Japanese yen will become less of a driver for Asian foreign exchange and the influence of the yu...
IRENE CHEUNG The news augurs well for the Japanese economy as confidence is now spreading through the full spectr...
BORIS SCHLOSSBERG The yen continues to weaken, as it should, given the continued weak economic data coming from Tokyo.
DENNIS GARTMAN Overseas investors are selling their Nikkei stocks. This is yen negative for sure. Sliding share pri...
TETSU AIKAWA![]()
The fear of God is the only cure for the fear of people.
CRAIG GROESCHEL Market players had been refraining from selling the yen before the release of the CPI data. But now,...
KAZUHIRO NISHINA Market players have been refraining from selling the yen before the release of the CPI data. But now...
KAZUHIRO NISHINA There's still grave concerns about the Japanese economy, which should prove negative for the yen.
JOE FRANCOMANO The bigger surprise for the market would certainly be no change. That would likely raise questions a...
KATSUNORI KITAKURA An end to the super-easy policy is still an important milestone toward an end to the era of zero int...
MICHIYOSHI KATO The dollar's rise against the yen is more of a recovery against the dollar's oversold position again...
JOHN LONSKI The dollar's rise against the yen is more of a recovery against the dollar's oversold position again...
JOHN LONSKI The only way out for Japan is to see the yen weaken.
ANDREW CHAVERIAT As the market starts to think about the possibility of raising rates, it should support the yen. We ...
BRIAN GARVEY Oil damps growth everywhere but the high oil price may well be hurting Asia and Japan a lot more. Oi...
ADRIAN SCHMIDT Minister Miyazawa told me that Japan's foreign exchange policy was unchanged, and that excessive wea...
HARUHIKO KURODA![]()
It's clearly yen positive, especially when China is gradually allowing the yuan to appreciate day by...
CRAIG FERGUSON The near-term outlook for the yen remains bearish, ... obviously it will be difficult to come up wit...
TOMOKO FUJII Few people thought that he would be that explicit. We're getting closer to the end of the Fed intere...
FREDERIC DICKSON We are looking for 110 yen in three months, and we could well hit 100 yen later this year.
JENS NORDVIG The trade surplus didn't narrow as much as people had been expecting so that's going to help the yen...
KAMAL SHARMA A positive nationwide core figure will trigger relieved yen-buying.
ETSUKO YAMASHITA We were expecting the yen to gain towards the end of the week, given that Fukui will speak tomorrow ...
HIDEAKI FURUMAYA Japanese institutional investors seem to have sought returns by selling dollar-denominated assets. T...
TOMOKO FUJII![]()
Nicolas Cage is the best for taking the role of character Joker. He is pretty damn good at jokes!
DEYTH BANGER Unlike past national elections, it seems swing voters in urban areas are supporting the LDP this tim...
TORU UMEMOTO The yen is the cheapest it has been for 20 years and will inevitably regain ground.
CALLUM HENDERSON Politicians' remarks opposing a policy shift have reduced expectations of an early end to the deflat...
TORU UMEMOTO Japan needs a weak yen. We have argued that case for months, and finally it is proving of merit.
DENNIS GARTMAN The big issue is what happens to the yen, as weakness in the yen can hurt the industry as a whole.
DOMENICO DE SOLE![]()
Monetary policy has less room to maneuver when interest rates are close to zero, while expansionary ...
BEN BERNANKE The fundamental feature was the strength of the dollar versus the yen -- and statements that the Jap...
FRED DEMLER The yen is more likely to fall than rise. The BOJ probably won't raise rates anytime soon, keeping t...
YASUNORI KURODA The central bank should steer its monetary policy so that expectations are not fueled too much that ...
ATSUSHI MIZUNO Restructuring is always positive. The problem is that the scale of job cuts doesn't match with the s...
CARLOS DIMAS![]()
I think we should have basically the same tax policy that Germany, Japan, the U.K., everybody else h...
JEFFREY R. IMMELT Fed and ECB rate hikes should not present a liquidity problem for equity markets.
LARS KRECKEL (The strong) yen is responsible for today's decline. Electronics shares, for example, would have per...
HIDENORI KARAKI![]()
The market is going to be on hold until the Fed's decision is out. We will be looking for hints that...
BARRY RITHOLTZ Generally, a weaker yen is healthy for exporters and the economy. But the stock market doesn't have ...
MASAHARU SAKUDO That's why dollar/yen is totally supported, and people underestimate the fact that this is probably ...
LUKE WADDINGTON There could be some upward pressure on the interest rate given the current liquidity conditions in t...
AK PURWAR There's disillusionment with the euro, the yen - and the dollar. Gold is a form of currency that's b...
PETER BOOCKVAR The markets have already priced in at least one rate hike and are beginning to price in the second r...
TOMOKO FUJII![]()
We shall not hold the dangerous axiom that 'truth is the best policy,' because policy is but...
VINCENT MCNABB If the yen level remains until March, there is a possibility for companies to revise earnings estima...
HIROSHI OKUDA I like to open for a band as it brings on sort of a challenge and it makes things more interesting. ...
KELLY JONES It's not the dollar that's weakened a great deal, but rather the perception in the financial markets...
BRIAN FABBRI The yen is being supported by a liquidation of short positions.
DEREK HALPENNY The trade surplus figures showed strong exports and domestic demand. This shows the economy is robus...
TOMOKO FUJII The Japanese economy is turning around, as evidenced by the machine tool orders. If signs of growth ...
BRIAN ARABIA The yen has been a definite influence on Asian currencies. Korea definitely has one eye on the yen. ...
GREG GIBBS I think the market has almost fully priced in now the likelihood of a shift in policy either in Marc...
YASUHISA ISHIDA The yen is the currency we really like right now.
BOB SINCHE Some of the Asian currencies are following the yen. As the yen goes stronger, then there's some trad...
CRAIG CHAN![]()
The battle is not physical, it is spiritual and your mind is the battleground. Keep your mind pure a...
JEANETTE CORON![]()
Honesty is the best policy.
BENJAMIN FRANKLIN We still think the yen is going to weaken further.
BOB LYNCH The weakened yen is a good thing in many ways,
NOBUYUKI IDEI This trading is based on yen-dollar and the jittery stock market.
EDWARD KEMPF There is growing optimism about the Fed's interest-rate hikes coming to an end. That would mean cons...
HIROFUMI KASAI What is clear is that Japan does not really want a strong yen. If the currency gets too strong it mi...
JEFF CHEAH The market has been somewhat aware of oil and the dollar/yen as potential risks for Japanese shares.
MASAAKI HIGASHIDA When the yen falls against the dollar it changes the appetite of Japanese investors for U.S. bonds. ...
DAVID GOLDMAN If the yen continues to strengthen, then it's not a good thing for the Japanese because their export...
TOM BENFER It's really the yen driving Asian currencies higher. Asia is all about competitiveness, so all these...
JAN LAMBREGTS
ETSUKO YAMASHITA The BOJ is expected to end its so-called quantitative easing policy of flooding the economy with cas...
TOMOKO FUJII The yen remains the preferred funding currency for carry trades. The Swiss franc was the alternative...
BORIS SCHLOSSBERG The end of quantitative easing is not positive for the yen at all, and the market is likely to find ...
TORU UMEMOTO There was an upgrade in the economic assessment by the BOJ and comments from governor Fukui. From th...
CARSTEN FRITSCH Flows should turn into a positive for the yen because domestic investors won't take funds abroad. It...
BENEDIKT GERMANIER The end of quantitative easing will definitely be yen positive. Government bond yields are going to ...
QING WANG Japanese and foreign investors are now rushing to unwind yen-carry positions on concerns over possib...
MASAHI HASHIMOTO The yen is still soft across the board and I think interest rate differentials are still the driver ...
SHAUN OSBORNE A third positive number in a row heightens expectations for the BOJ to raise policy next week. That ...
CALLUM HENDERSON We're starting to see positive signs that the Japanese business cycle may be moving around. The doll...
HARVINDER KALIRAI Expectations foreign investors will keep putting more money into Japanese equities are supporting th...
TETSU AIKAWA We've already seen the yen hit a little bit by people moving away from instant belief that there was...
JACK ROSENTHAL The yen will stay under pressure because of interest rate differentials. I am not so confident how t...
ARMIN MEKELBURG The Japanese economy is improving. The outlook for the yen looks positive given Japan's economic bac...
CHRIS LOONG The figures are not so bad and modestly yen positive. The Bank of Japan is on a solid track toward a...
TOMOKO FUJII Short-term rate expectations remain the single most important factor for dollar/yen,
TOMOKO FUJII The dollar's average break-even level for Japanese manufacturers is estimated at 115.32 yen for the ...
MASAAKI HIGASHIDA Everything has been put into question, first by the opposition and second by the opposition to Hashi...
JESPER KOLL Everything has been put into question, first by the opposition and second by the opposition to Hashi...
JESPER KOLL The report gave a reason to buy back the yen. An end of the easing monetary policy is just a matter ...
NOBUO KIHARA He's likely to make more bullish comments on the economy and deflation. That will put upward pressur...
TOMOKO FUJII As oil prices go below $60 per barrel, it should translate to yen strength. I think we are far close...
BORIS SCHLOSSBERG The markets would like to see some statement that the G7 are quite happy with the dollar-yen rate an...
ADRIAN SCHMIDT While the continued strength of the yen does present a risk to stretched carry positions in high-yie...
ASHLEY DAVIES The yen is a yardstick for sentiment. We think that Japan is having a bad situation, so you sell Jap...
MARC DESMIDT There's this building case that the BOJ will be changing policy soon. That's the trigger we've been ...
ADRIAN FOSTER The key for Asia is going to be the yen. As long as the yen stays about where it is or weakens a lit...
MAUREEN MCFARLAND Markets have been pricing in Koizumi's victory in the elections. That's positive for the yen.
TORU UMEMOTO Fundamentals will determine the level of dollar-yen, and the fundamentals still argue for a higher d...
ALLISON MONTGOMERY A weaker yen is definitely positive for Mazda and other automakers. Mazda's earnings are also helped...
KOICHI OGAWA This is the first clear warning in a very long time by the U.S. that Japan should not cap the rise i...
CALLUM HENDERSON The absence of any reference to the yen opens the way for dollar-yen to go up toward 125.
KIT JUCKES I think the fact that every time we've gone below 114 yen (on dollar/yen) we've bounced back higher,...
DEREK HALPENNY The Japanese yen will become less of a driver for Asian foreign exchange and the influence of the yu...
IRENE CHEUNG The news augurs well for the Japanese economy as confidence is now spreading through the full spectr...
BORIS SCHLOSSBERG The yen continues to weaken, as it should, given the continued weak economic data coming from Tokyo.
DENNIS GARTMAN Overseas investors are selling their Nikkei stocks. This is yen negative for sure. Sliding share pri...
TETSU AIKAWA
The fear of God is the only cure for the fear of people. CRAIG GROESCHEL Market players had been refraining from selling the yen before the release of the CPI data. But now,...
KAZUHIRO NISHINA Market players have been refraining from selling the yen before the release of the CPI data. But now...
KAZUHIRO NISHINA There's still grave concerns about the Japanese economy, which should prove negative for the yen.
JOE FRANCOMANO The bigger surprise for the market would certainly be no change. That would likely raise questions a...
KATSUNORI KITAKURA An end to the super-easy policy is still an important milestone toward an end to the era of zero int...
MICHIYOSHI KATO The dollar's rise against the yen is more of a recovery against the dollar's oversold position again...
JOHN LONSKI The dollar's rise against the yen is more of a recovery against the dollar's oversold position again...
JOHN LONSKI The only way out for Japan is to see the yen weaken.
ANDREW CHAVERIAT As the market starts to think about the possibility of raising rates, it should support the yen. We ...
BRIAN GARVEY Oil damps growth everywhere but the high oil price may well be hurting Asia and Japan a lot more. Oi...
ADRIAN SCHMIDT Minister Miyazawa told me that Japan's foreign exchange policy was unchanged, and that excessive wea...
HARUHIKO KURODA
It's clearly yen positive, especially when China is gradually allowing the yuan to appreciate day by... CRAIG FERGUSON The near-term outlook for the yen remains bearish, ... obviously it will be difficult to come up wit...
TOMOKO FUJII Few people thought that he would be that explicit. We're getting closer to the end of the Fed intere...
FREDERIC DICKSON We are looking for 110 yen in three months, and we could well hit 100 yen later this year.
JENS NORDVIG The trade surplus didn't narrow as much as people had been expecting so that's going to help the yen...
KAMAL SHARMA A positive nationwide core figure will trigger relieved yen-buying.
ETSUKO YAMASHITA We were expecting the yen to gain towards the end of the week, given that Fukui will speak tomorrow ...
HIDEAKI FURUMAYA Japanese institutional investors seem to have sought returns by selling dollar-denominated assets. T...
TOMOKO FUJII
Nicolas Cage is the best for taking the role of character Joker. He is pretty damn good at jokes! DEYTH BANGER Unlike past national elections, it seems swing voters in urban areas are supporting the LDP this tim...
TORU UMEMOTO The yen is the cheapest it has been for 20 years and will inevitably regain ground.
CALLUM HENDERSON Politicians' remarks opposing a policy shift have reduced expectations of an early end to the deflat...
TORU UMEMOTO Japan needs a weak yen. We have argued that case for months, and finally it is proving of merit.
DENNIS GARTMAN The big issue is what happens to the yen, as weakness in the yen can hurt the industry as a whole.
DOMENICO DE SOLE
Monetary policy has less room to maneuver when interest rates are close to zero, while expansionary ... BEN BERNANKE The fundamental feature was the strength of the dollar versus the yen -- and statements that the Jap...
FRED DEMLER The yen is more likely to fall than rise. The BOJ probably won't raise rates anytime soon, keeping t...
YASUNORI KURODA The central bank should steer its monetary policy so that expectations are not fueled too much that ...
ATSUSHI MIZUNO Restructuring is always positive. The problem is that the scale of job cuts doesn't match with the s...
CARLOS DIMAS
I think we should have basically the same tax policy that Germany, Japan, the U.K., everybody else h... JEFFREY R. IMMELT Fed and ECB rate hikes should not present a liquidity problem for equity markets.
LARS KRECKEL (The strong) yen is responsible for today's decline. Electronics shares, for example, would have per...
HIDENORI KARAKI
The market is going to be on hold until the Fed's decision is out. We will be looking for hints that... BARRY RITHOLTZ Generally, a weaker yen is healthy for exporters and the economy. But the stock market doesn't have ...
MASAHARU SAKUDO That's why dollar/yen is totally supported, and people underestimate the fact that this is probably ...
LUKE WADDINGTON There could be some upward pressure on the interest rate given the current liquidity conditions in t...
AK PURWAR There's disillusionment with the euro, the yen - and the dollar. Gold is a form of currency that's b...
PETER BOOCKVAR The markets have already priced in at least one rate hike and are beginning to price in the second r...
TOMOKO FUJII
We shall not hold the dangerous axiom that 'truth is the best policy,' because policy is but... VINCENT MCNABB If the yen level remains until March, there is a possibility for companies to revise earnings estima...
HIROSHI OKUDA I like to open for a band as it brings on sort of a challenge and it makes things more interesting. ...
KELLY JONES It's not the dollar that's weakened a great deal, but rather the perception in the financial markets...
BRIAN FABBRI The yen is being supported by a liquidation of short positions.
DEREK HALPENNY The trade surplus figures showed strong exports and domestic demand. This shows the economy is robus...
TOMOKO FUJII The Japanese economy is turning around, as evidenced by the machine tool orders. If signs of growth ...
BRIAN ARABIA The yen has been a definite influence on Asian currencies. Korea definitely has one eye on the yen. ...
GREG GIBBS I think the market has almost fully priced in now the likelihood of a shift in policy either in Marc...
YASUHISA ISHIDA The yen is the currency we really like right now.
BOB SINCHE Some of the Asian currencies are following the yen. As the yen goes stronger, then there's some trad...
CRAIG CHAN
The battle is not physical, it is spiritual and your mind is the battleground. Keep your mind pure a... JEANETTE CORON
Honesty is the best policy. BENJAMIN FRANKLIN We still think the yen is going to weaken further.
BOB LYNCH The weakened yen is a good thing in many ways,
NOBUYUKI IDEI This trading is based on yen-dollar and the jittery stock market.
EDWARD KEMPF There is growing optimism about the Fed's interest-rate hikes coming to an end. That would mean cons...
HIROFUMI KASAI What is clear is that Japan does not really want a strong yen. If the currency gets too strong it mi...
JEFF CHEAH The market has been somewhat aware of oil and the dollar/yen as potential risks for Japanese shares.
MASAAKI HIGASHIDA When the yen falls against the dollar it changes the appetite of Japanese investors for U.S. bonds. ...
DAVID GOLDMAN If the yen continues to strengthen, then it's not a good thing for the Japanese because their export...
TOM BENFER It's really the yen driving Asian currencies higher. Asia is all about competitiveness, so all these...
JAN LAMBREGTS
