Katayama reaffirms Japan-US decisive action pact after Bessent talks, stays mum on yen
The confirmation by Katayama herself adds official weight to what was earlier reported only through TBS sources, but the market reaction has been telling: USD/JPY has been largely unmoved on the headlines, suggesting traders are reading the statement as maintenance of existing fr
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Related news on this pair
Euro languishes near three-month lows against US Dollar despite progress in US-Iran talks
EUR/USD weakness persists despite risk-on conditions from Iran talks, suggesting USD strength is driven by macro fundamentals rather than risk sentiment.
Euro: Policy divergence supports against US Dollar – Rabobank
ECB-Fed policy divergence cited as structural EUR/USD support; widening rate differentials may limit dollar strength near-term despite US growth resilience.
Euro: Test of 1.140 seen before recovery against US Dollar – ING
ING positioning for EUR/USD test of 1.140 signals near-term dollar strength before mean reversion; watch for support breaks that could accelerate dips.
Euro weakens against US Dollar as hawkish Fed bets hog limelight
Market repricing Fed hold probability higher amid hawkish rhetoric, widening rate differential favoring USD/EUR longs.
Cross-firm research
GBP/USD Consensus Targets 1.35 by Dec-2026, Spot Sits 1.97% Below
Cable trades at 1.3235 against a 21-firm median Dec-2026 target of 1.35, a 1.97% gap that hinges on the relative pace of BoE versus Fed easing.
USD/JPY at 161.25: Consensus Targets 148.0 by Dec-2026
USD/JPY trades at 161.25, nearly 9% above the 22-firm Dec-2026 consensus of 148.0, with a 24-point dispersion that reflects sharply divided BoJ and US rate-path assumptions.
EUR/USD Trades 3.3% Below Dec-26 Consensus of 1.20
EUR/USD spot at 1.1609 sits 3.26% below a 24-firm median Dec-26 target of 1.20, with a 0.18 dispersion range flagging unusually wide disagreement.