USD/JPY falls below 158.00 as Takaichi says Trump flagged weak yen pressure
USD/JPY is extending its drop today, now down around 0.6% to 157.90 as Japan prime minister Takaichi adds more colour to her summit meeting with US president Trump. Takaichi says Trump had told her that a weaker yen is putting pressure on US trade. And that adds to the concerns f
USD/JPY — All Desk Targets
| Firm | Stance | YE 2026 |
|---|---|---|
Bank of America | Bullish | 149.00 |
Scotiabank | Bullish | 140.00 |
UOB | Bearish | 158.40 |
All 21 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.
In the meantime, the most useful reads are the related coverage below — it reaches the same substance from different angles.
Sources & References
How we cover this story
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.