USD/JPY remains rangebound above the 160.50 support as traders await the US CPI report
FUNDAMENTAL OVERVIEW USD: The US dollar has been broadly stronger since last week following renewed US-Iran escalations. The traffic in the Strait of Hormuz has once again come to a halt and oil prices started to rise considerably. This situation triggered a hawkish repricing in
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
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Cross-firm research
USD/JPY Consensus Check: Spot at 158.51, Target 156.0 — Week of November 7, 2026
USD/JPY trades at 158.51, 1.61% above the 25-firm median Dec-26 target of 156.0, with a 30-figure dispersion signalling deep disagreement on the BoJ-Fed spread path.
USD/JPY Consensus Check: Spot at 158.24, Target 156.0 — Week of Nov 6, 2026
USD/JPY trades 1.44% above the 25-firm Dec-26 consensus of 156.0, with a 30-point dispersion range signalling deep disagreement on the BoJ-Fed spread path.
USD/JPY at 157.82: Consensus Targets 156.0 but Spread Spans 30 Figures
Spot USD/JPY trades 1.17% above the Dec-26 cross-firm consensus of 156.0, with a 30-figure dispersion exposing deep disagreement over the BoJ-Fed rate spread.