Category: EURJPY

Fundamental / Economic Backdrop (short term) Monetary policy divergence:The Bank of Japan remains accommodative, with yield-curve control and ultra-low rates continuing to suppress JPY demand. In contrast, the European Central Bank maintains a comparatively restrictive stance, underpinning EUR on rate differentials. Risk sentiment:Bro…

Fundamental / Economic Backdrop (short term) Near-term EURJPY dynamics remain driven by yield differentials and risk sentiment. The euro continues to draw modest support from relatively stable euro area growth expectations and reduced recession risk, while ECB policy remains restrictive but on hold. By contrast, the Japanese yen remains st…

Fundamental / Economic Backdrop (short term) EURJPY continues to be driven primarily by yield differentials and risk sentiment. In the near term, the euro side reflects relatively stable euro area data with limited upside momentum, while the yen remains structurally weak due to accommodative Bank of Japan policy and sensitivity to global risk cond…

Fundamental / Economic Backdrop (short term) Euro area data remains mixed, with growth indicators subdued but stable, while inflation continues to moderate gradually. This keeps expectations anchored around a cautious European Central Bank stance, with limited scope for near-term policy tightening. In Japan, the Bank of Japan mainta…

Fundamental / Economic Backdrop (short term)EUR/JPY trades around 182.90, with the cross shaped primarily by ECB–BoJ policy divergence and shifting global risk appetite. The ECB remains in a cautious holding pattern after earlier rate cuts in 2025, with inflation progress slow but steady and euro-area activity data stabilising modestly into year-…

Fundamental / Economic Backdrop (short term) EUR/JPY reflects the interaction between European monetary expectations, Japanese yield policy, and global risk appetite. Eurozone drivers Recent Eurozone data suggest sluggish but stabilising growth, with inflation easing toward the ECB’s target, keeping policy biases mildly dovish. …

Fundamental / Economic Backdrop (short term) Euro (EUR): The euro remains driven by expectations surrounding the European Central Bank’s policy path. With growth across the euro area remaining uneven and inflation showing signs of moderation, the ECB is perceived as approaching a neutral-to-dovish stance. This limits aggressive EUR upside …

Fundamental / Economic Backdrop (short term) The euro remains primarily driven by ECB rate-path expectations, euro-area inflation persistence and uneven regional growth. Recent data consistency supports rate-cut delays rather than acceleration, lending mild structural support to the EUR in the short term. The Japanese yen remains dict…

Fundamental / Economic Backdrop (short term) Key macro and economic factors influencing EUR/JPY in the near term: Eurozone (EUR):The euro remains sensitive to subdued growth conditions, inflation trends, and expectations around European Central Bank (ECB) policy. While disinflation has eased pressure for further tightening, the macro outl…

Fundamental / Economic Backdrop (short term) Recent macro and economic influences relevant for EUR/JPY: The euro (EUR) continues to be influenced by the macro outlook in the Eurozone — modest economic growth, inflation dynamics, and the stance of the European Central Bank (ECB). While there is no strong macro boom, some stability in eur…