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USD/JPY and the "I am the House now" trade

2026-09-09 19:20Z

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EUR/USD — All Desk Targets

31 desks

Firm	Stance	YE 2026	vs Cons.
Rabobank	Bearish	1.1000	-3.5%
ING	Bullish	1.1300	-0.9%
MUFG	Neutral	1.1200	-1.8%

All 31 desk targets for EUR/USD

See the full EUR/USD consensus →

From the original

The comments from US Treasury Secretary Scott Bessent from late yesterday are worth repeating. “I am the house now, so when we intervene with the Japanese yen, I have pretty good insight into what the Japanese, what the Bank of Japan is going to do, what Japanese policymakers are

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Institutional FX coverage in your inbox

USD/JPY and the "I am the House now" trade

EUR/USD — All Desk Targets

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