Sources: BoJ could raise rates again at September 17-18 meeting
This report adds a further layer of support to the yen thesis that has been building across recent coverage, where market participants including MUFG and Goldman Sachs have argued that genuine, lasting yen strength depends on the BoJ actually delivering further tightening rather
USD/JPY — All Desk Targets
| Firm | Stance | YE 2026 |
|---|---|---|
Rabobank | Bullish | 145.00 |
ING | Bullish | 152.00 |
MUFG | Bullish | 152.00 |
All 25 desk targets for USD/JPY
Desk synthesis pending
We’re writing the institutional analysis for this note — multi-section body, firm-by-firm alignment chips, key takeaways, market implications, risks. The synthesizer processes the queue hourly, with priority by citation density.
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