ForexLive
24 Aug 2026, 22:40 GMT
MEDIUM IMPACT
A September hike is now close to fully priced by markets, meaning the bigger risk for the yen sits with any surprise hold rather than with the move itself. Bessent's public nudge toward higher Japanese rates adds a political dimension, effectively narrowing the space for Tokyo's pro stimulus government to resist BOJ action. If Adachi's view proves right and the tightening cycle extends toward 2% or higher through next year, that would mark a materially steeper path than the median economist fore...
ForexLive
24 Aug 2026, 06:15 GMT
HIGH IMPACT
The week starts off slow with no major economic events for the FX market scheduled for Monday. The following day Japan will release the BoJ core CPI y/y, while the U.S. will publish the CB consumer confidence and new home sales data. Wednesday will bring Australia's CPI data and in the U.S., the focus will shift to the core PCE price index m/m, preliminary GDP q/q, and durable goods orders m/m. The U.S. data releases will continue Thursday with the unemployment claims and the day will also mark ...
BabyPips
22 Aug 2026, 17:45 GMT
HIGH IMPACT
UK growth beat expectations while the labour market cooled hard and inflation reaccelerated to 2.9%. The Bank of England held in a narrower 6-3 vote than expected.
ForexLive
21 Aug 2026, 11:55 GMT
HIGH IMPACT
Rate hikes by year-endRBNZ: 52 bps (91% probability of rate hike at the next meeting)ECB: 40 bps (94% probability of rate hike at the next meeting)BoJ: 35 bps (67% probability of rate hike at the next meeting)BoE: 27 bps (81% probability of no change at the next meeting)Fed: 23 bps (65% probability of no change at the next meeting)BoC: 20 bps (97% probability of no change at the next meeting)RBA: 15 bps (85% probability of no change at the next meeting)SNB: 5 bps (91% probability ...
Investing.com Forex
21 Aug 2026, 08:30 GMT
MEDIUM IMPACT
ForexLive
21 Aug 2026, 01:37 GMT
HIGH IMPACT
The acceleration in output growth, combined with near record selling price inflation and a sustained rise in employment, strengthens the case for the Bank of Japan to proceed with a rate hike at its September meeting. A private sector expanding at its fastest pace in six months, alongside firms still able to push through some of the steepest price increases on record, suggests the economy can absorb tighter policy without an immediate loss of momentum, addressing one of the central bank's key he...
ForexLive
21 Aug 2026, 01:04 GMT
HIGH IMPACT
The data lands squarely within the range the Bank of Japan needs to justify moving in September, with core inflation matching forecasts and the closely watched core-core measure accelerating to 1.9%. The pickup in service sector inflation is arguably the more important signal for policymakers than the headline energy driven move, since it points to firms passing on labour costs in a tight jobs market rather than a one-off pass-through from oil. Wholesale inflation running at 7.2%, with electrici...
ForexLive
21 Aug 2026, 00:30 GMT
HIGH IMPACT
Japan July 2026 CPI1.9% y/y, will be enough to keep BoJ September rate hike expectations on the boilvs. expected 1.9%, prior 1.6%0.4% m/m (prior 0.3% Core CPI 1.9% y/yexpected 1.8%, prior 1.6%CPI Ex-Food and Energy 1.9% y/yexpected 1.9%, prior 1.7%I'll have more to come on this separately, detail and implications etc. --Background to this:Preview: Japan core CPI seen hitting six month high, lifting bets on BoJ September hike This article was written by Eamonn Sheridan at investinglive.com.
ForexLive
20 Aug 2026, 21:49 GMT
HIGH IMPACT
Market pricing for a Bank of Japan rate hike in September has climbed to ~80 percent, up sharply from around 65 percent in early August, after media reports pointed to government support for an early tightening move. Attention is shifting toward the pace of subsequent hikes rather than whether the BoJ moves at all in September, a dynamic that could stoke concern about a faster than expected tightening path. Should the Takaichi administration signal it now backs earlier action, that would help ea...
ForexLive
20 Aug 2026, 21:12 GMT
HIGH IMPACT
It's a busy data agenda ahead, with the eyes mainly on the CPI data from Japan. I'll have a preview to come on this separately (ADDED, here it is), inclduing implications for the Bank of Japan's next policy meeting. This article was written by Eamonn Sheridan at investinglive.com.
ForexLive
20 Aug 2026, 01:13 GMT
MEDIUM IMPACT
The scale of the beat, both on exports and the narrower than expected trade deficit, adds to the case that Japan's growth momentum is broadening beyond domestic demand, which should support the yen at the margin and feed into the BOJ's ongoing debate over the timing of further policy normalization. The semiconductor equipment shipment surge is the standout detail for regional equity markets, reinforcing a narrative of AI-driven capital expenditure flowing through to Japanese suppliers even as co...
ForexLive
19 Aug 2026, 12:43 GMT
HIGH IMPACT
Headlines:UK headline inflation picks up in July, core prices hold steadyEuro area inflation confirmed to nudge up a little in JulyFOMC meeting minutes in focus in the day aheadECB policymaker Rehn says no clear signs of second-round effects just yetBitcoin Price Analysis: The Critical Crypto Chart Between $64K and $65KMarkets:WTI crude oil +0.8% to $85.60Gold +0.8% to $4,369JPY leads, AUD lags on the dayEuropean equities little changed; S&P 500 futures flatUS 10-year yields down 1 bps to 4.696%...
Investing.com Forex
19 Aug 2026, 08:06 GMT
HIGH IMPACT
ForexLive
19 Aug 2026, 05:41 GMT
HIGH IMPACT
The main focus will be on the UK CPI report though, with that coming in hot and fresh. As for the Eurozone CPI report, it will be the final estimate for July. So, that typically isn't really a market mover as the numbers don't tend to deviate much from the initial readings.The UK inflation figures will be of much interest, as it will play into how markets take to the BOE outlook in the final few months of the year. The inflation pulse will carry more weight compared to the labour market data fro...
Investing.com Forex
19 Aug 2026, 04:06 GMT
MEDIUM IMPACT
