U.S. Dollar Tests New Lows Against Japanese Yen: Analysis For EUR/USD, GBP/USD, USD/CAD, USD/JPY
Original excerpt
Japanese yen rallies as traders bet on BoJ rate hike.
Editorial synthesis pending — we’re writing it. Related coverage on the same pair is below.
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Other coverage on this pair
EUR/USD starts new week under pressure as Fed hawkishness weighs on Euro
Fed hawkishness creating fresh EUR/USD selling pressure suggests market repricing higher-for-longer USD rates relative to ECB policy trajectory.
Euro: Holds below 1.15 against US Dollar as yields rise - Danske Bank
Rising yields supporting USD strength; EUR/USD trading below 1.15 suggests market repricing of relative rate differentials favors dollar appreciation.
EUR/USD hits a key juncture – Recovery or next bearish leg
Euro heads for weekly loss against US Dollar on hawkish Fed outlook
Hawkish Fed guidance supports USD strength and widens rate differential favoring dollar positioning into week-end.
Bank desks on this topic
Dutch pension funds no longer a shock absorber of higher rates
Articles Dutch pension funds no longer a shock absorber of higher rates Published 08:21 Rates The Netherlands Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Dutch pension funds once provided a natural source of demand as rates rose. The new pension f
FX Daily: New central bank calls, unchanged EUR/USD view
Articles FX Daily: New central bank calls, unchanged EUR/USD view Published 07:11 FX Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download We now expect both the ECB and the Fed to hike rates in December. Here , we discuss the reasoning for our new calls an
Why we’ve changed our Fed and ECB calls
Articles Why we’ve changed our Fed and ECB calls Published 11:32 FX Rates United States Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download After hawkish decisions this month, we now expect a rate hike from both the European Central Bank and Federal Reser
FX Daily: Bank of Japan plays catch-up with the Fed
Articles FX Daily: Bank of Japan plays catch-up with the Fed Published 07:57 FX Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download The yen has weakened back to summer levels following the Bank of Japan's dovish rate hike. More broadly, we continue to see
Cross-firm research
EUR/USD Consensus Check: Spot at 1.1486, Median Target 1.1684 — Week of September 19, 2026
EUR/USD trades 1.69% below the 30-firm median Dec-26 target of 1.1684, with a 0.14 range separating Nordea's 1.24 bull case from Citi's 1.10 floor.
EUR/USD Consensus vs Spot Gap: Week of September 18, 2026
EUR/USD spot at 1.1475 sits 1.79% below the 30-firm Dec-26 consensus of 1.1684, with a 0.14 spread separating the most and least bullish desks.
EUR/USD Consensus Check: Spot at 1.1476, Median Target 1.1684 — Week of September 17, 2026
EUR/USD spot sits 1.78% below the 30-firm median Dec-26 target of 1.1684, with a 0.14 range separating the most and least bullish desks.