USD/JPY falls as US and Japanese officials say yen weakness "a matter of concern"
USD/JPY fell to 157.00 from 157.75 after fresh undervaluation talk from a variety of officials. This is the second round of jawboning today. Earlier, Katayama took the unusual step of disclosing that Trump raised the weak yen with Takaichi at their UN meeting this week, and that
USD/JPY — All Desk Targets
| Firm | Stance | YE 2026 |
|---|---|---|
Goldman Sachs | Bearish | 165.00 |
Bank of America | Bullish | 149.00 |
Scotiabank | Bullish | 140.00 |
All 21 desk targets for USD/JPY
Desk synthesis pending
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Cross-firm research
USD/JPY at 158.86: Consensus Targets 152, Dispersion Spans 25.5 Figures
USD/JPY trades 4.51% above the 23-firm Dec-26 consensus of 152.0, with a 25.5-figure dispersion signalling deep disagreement on the BoJ-Fed spread.
USD/JPY Consensus Check: Spot at 157.83, Median Target 152.0 — Week of September 23, 2026
USD/JPY trades 3.83% above the 23-firm median Dec-26 target of 152.0, with a 25.5-point dispersion range signalling deep disagreement on the BoJ-Fed spread path.
USD/JPY Consensus Check: Spot at 157.39, Median Target 152.0 — Week of September 22, 2026
USD/JPY trades 3.55% above the 23-firm median Dec-26 target of 152.0, with a 25.5-point dispersion range signalling deep disagreement on the BoJ-Fed spread path.