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Japanese Yen: Strength builds against US Dollar ahead of BoJ decision – Scotiabank
Scotiabank strategists Shaun Osborne and Eric Theoret highlight ongoing Japanese Yen (JPY) outperformance, with USD/JPY drifting toward key support near 153 and the 2026 low around 152. Markets fully price a 25 bp Bank of Japan (BoJ) hike on September 18.
US Treasury yields rise after buyback announcement, 30-year yield reaches 5.30%
US Treasury yields rise on Wednesday after the United States (US) Treasury Department announces plans to buy back $6 billion of longer-term government debt, three times the size of its usual operation.
British Pound catches bid as Oil-USD link breaks ahead US CPI
The Pound Sterling (GBP) advances on Wednesday during the North American session, up 0.15% against the US Dollar (USD) to 1.3560, with no clear catalyst, as the conflict in the Middle East prolongs and traders brace for US inflation data.
Brazilian Real: Rate gap points to weakness against US Dollar – Rabobank
Rabobank’s Mauricio Une and Renan Alves note the Brazilian Real (BRL) appreciated 1.26% against the Dollar over the past week, with USD/BRL around 5.13.
British Pound: BoE tightening expectations lend support against US Dollar – Scotiabank
Scotiabank strategists Shaun Osborne and Eric Theoret note GBP/USD is steady after reaching a one-week high, with the British Pound (GBP) supported by rising Bank of England (BoE) tightening expectations and sensitivity to higher Oil prices.
Turkish Lira: Disinflation supports gradual TRY repricing – ING
ING analysts Muhammet Mercan, Frantisek Taborsky and James Wilson say normalising liquidity and a lower effective funding rate have pushed market pricing closer to their Central Bank of Turkey rate view for 2026.
Euro: Hawkish ECB hike expected to support EUR against US Dollar – Scotiabank
Scotiabank strategists Shaun Osborne and Eric Theoret report EUR/USD is flat in North American trade after touching a one-week high, with fundamentals supported by firmer European Central Bank (ECB) rate expectations on higher Oil prices.
Bank of Japan: Outsized hike risks carry shock – DBS
DBS Group Research economist Ma Tieying expects the Bank of Japan (BoJ) to raise rates by 25bps at its September 17–18 meeting, describing a hike as almost certain given solid Gross Domestic Product (GDP), wage and inflation data.
Brazilian Real: Narrowing polls support BRL against US Dollar– ING
ING’s Chris Turner notes USD/BRL is drifting towards 5.05/5.07 as election polls show challenger Flavio Bolsonaro overtaking President Lula in a run-off, with prediction markets still favoring Lula but by a shrinking margin.
Poland NBP Base rate in line with expectations (3.75%)
Poland NBP Base rate in line with expectations (3.75%)
Canadian Dollar: Further gains seen against US Dollar - Scotiabank
Scotiabank strategists Shaun Osborne and Eric Theoret describe the Canadian Dollar (CAD) as steady despite renewed US–Canada trade tensions and targeted import bans. They highlight improving CAD fundamentals and a lower fair value estimate for USD/CAD near 1.3736.
Why is the Japanese Yen surging when no one is intervening this time?
The Japanese Yen (JPY) continues to build upward momentum, pushing USD/JPY down to 152.88 before consolidating around 153.26 as markets fully price in a 25-basis-point rate hike from the Bank of Japan (BoJ) in September.
Indian Rupee: Inflation risks broadening – Societe Generale
Societe Generale economist Kunal Kundu expects India’s August Consumer Price Index (CPI) inflation to rise to around 4.8% year-on-year from 4.4% in July, the highest reading under the new CPI series.