These are the shared community’s posts about USDJPY.
USDJPY has recovered above the two barriers in the October 30 map, weakening its immediate bearish reading. The rebound has since stalled, leaving neither direction attractive for an immediate trade over the next one day.
Assessment as of the publication date; check subsequent developments.USDJPY retains an hourly recovery, but I see no immediate trade for the next one day. At 27 October 2026 08:42:41 UTC, the session is open and the latest…
The Bank of Japan voted 8–1 on October 30 to guide the overnight call rate around 1.25%. It also unanimously agreed to increase annual ETF sales from about 330 billion yen to about 860 billion yen on a book value basis, starting in January 2027. Takata Hajime preferred a rate around 1.5%. The Bank said ETF sales may be adjusted or suspended as financial conditions change; J-REIT sales will retain their existing pace.
The Bank of Japan voted 8–1 on October 30 to guide the overnight call rate around 1.25%. It also unanimously agreed to increase annual ETF sales from about 330 billion yen to about 860 billion yen on a book value basis, starting in January 2027. Takata Hajime preferred a rate around 1.5%. The Bank said ETF sales may be adjusted or suspended as financial conditions change; J-REIT sales will retain their existing pace.
Counter view: Limitation: ETF sales may be temporarily adjusted or suspended in response to financial market conditions.
Open the storyThe U.S. economy grew at a 3.4 percent annual rate in the third quarter, up from 2.2 percent in the second, the BEA’s advance estimate shows. Investment and government spending drove the acceleration, while exports fell. Private domestic final sales rose 4.9 percent, pointing to stronger underlying demand. Quarterly PCE inflation slowed to 2.1 percent at an annual rate. These are preliminary estimates; the next GDP release is due November 25.
The U.S. economy grew at a 3.4 percent annual rate in the third quarter, up from 2.2 percent in the second, the BEA’s advance estimate shows. Investment and government spending drove the acceleration, while exports fell. Private domestic final sales rose 4.9 percent, pointing to stronger underlying demand. Quarterly PCE inflation slowed to 2.1 percent at an annual rate. These are preliminary estimates; the next GDP release is due November 25.
Counter view: Limitation: These are advance estimates; the second estimate is scheduled for November 25, 2026.
Open the storyU.S. consumer prices rose 3.6 percent over the year to September, while core PCE inflation was 3.1 percent, the BEA reported. Monthly prices rose 0.5 percent, outpacing the 0.2 percent gain in disposable income. After inflation, disposable income fell 0.3 percent and spending rose less than 0.1 percent. The release shows a squeeze on purchasing power despite higher cash spending. The next report is due November 25.
U.S. consumer prices rose 3.6 percent over the year to September, while core PCE inflation was 3.1 percent, the BEA reported. Monthly prices rose 0.5 percent, outpacing the 0.2 percent gain in disposable income. After inflation, disposable income fell 0.3 percent and spending rose less than 0.1 percent. The release shows a squeeze on purchasing power despite higher cash spending. The next report is due November 25.
Thesis: AI interpretation: September’s price increases outpaced disposable income growth, squeezing purchasing power.
Open the storyJapan’s manufacturing PMI fell to 53.3 in October from 54.1, a seven-month low, InvestingLive reports from S&P Global’s survey. Semiconductor demand kept orders and output growing, but both lost momentum. Input-cost inflation accelerated for the first time in five months, while factory-gate price inflation eased. Strong hiring and faster-growing backlogs complicate the slowdown: factories still face capacity pressure, rather than a broad collapse in demand.
U.S. employment costs rose 0.8% in the third quarter, down from 0.9% in the prior quarter, InvestingLive reports. Wages rose 0.7%, while benefits increased 0.9%. Annual civilian compensation growth was 3.4%, with benefits growing faster than wages. Private-industry wages fell 0.6% after inflation over the year, showing that higher nominal pay did not preserve purchasing power.
The Federal Open Market Committee maintained the federal funds target range at 3-3/4 to 4 percent on October 28 in a 10 – 2 vote. Lisa D. Cook and Beth M. Hammack dissented, preferring a 1/4 percentage point increase. The statement describes strong economic expansion, resilient domestic spending and little change in unemployment. Inflation remains elevated, and the Committee says additional information will help determine the policy stance needed to return inflation to its 2 percent goal.
InvestingLive reports that U.S. consumer confidence improved in October. The Present Situation Index reached 120.4, versus 111.8 previously, while expectations rose to 72.6 from 65.7. The prior headline reading was revised from 81.9 to 84.2. Conference Board economist Fergus McCormick linked the recovery to better business perceptions and easing gasoline prices, but said the longer downward trend persisted and consumers planned less spending on services and durable goods.
InvestingLive reports that September U.S. non-defense capital-goods orders excluding aircraft rose +0.5%, below +0.7% expected, following +1.6% previously. Orders excluding transportation increased +0.5% against +0.6% expected, after +0.3%. The report describes core capital-goods orders as a proxy for business equipment investment plans. It cautions that advance durable-goods figures are revised in the subsequent factory-orders report, with potentially significant changes in volatile categories.
The Bank of Japan’s preliminary September release shows services producer prices rising 3.7% from a year earlier, compared with a revised 3.5% in August. Prices increased 0.3% on the month. Excluding international transportation, annual inflation was unchanged at 2.9%. Ocean freight and hotels contributed to the headline acceleration, while advertising offset part of it. The release reports producer prices and supplies no interest-rate decision or currency forecast.
ING THINK places USDJPY at 158 JPY for Q4 2026 end-of-period.
A sample from the public profiles listed on this page. Dates and record types are shown; this is not the entire market’s activity.
| Trader | Evidence | Period · trades | USDJPY share | 90 days | Max DD | Risk | |
|---|---|---|---|---|---|---|---|
Meridian Accord Strategy 9 robotu belirlenmiş lot dağılımıyla bir araya getirir. | Imported record | 1399 d · 26656 | 9% | −2.0% | 5.7% | 4 | |
Meridian Balance Strategy 9 robotu belirlenmiş lot dağılımıyla bir araya getirir. | Imported record | 1399 d · 26656 | 9% | −2.4% | 6.6% | 4 | |
Meridian Reference Strategy 9 robotu belirlenmiş lot dağılımıyla bir araya getirir. | Imported record | 1399 d · 26656 | 9% | −3.5% | 7.2% | 4 | |
Meridian Nine Strategy 9 robotu belirlenmiş lot dağılımıyla bir araya getirir. | Imported record | 1399 d · 26656 | 9% | −2.4% | 7.2% | 3 |