Noticias FX

Eventos que mueven el mercado, condiciones de cada sesión y contexto macro. Escrito para quien opera con sistemas, no con predicciones.

Sigue pares marcándolos con ☆ en la página de señales.
Etiqueta: Tankan Quitar filtro

jueves, 1 de octubre de 2026 · 1 notas

JPY

The Summary Answered Our Question and Ignored the Market's. October Fell Below Twenty Per Cent.

The Bank of Japan's September Summary of Opinions is full of hawkish views and the yen fell half a per cent on it, because it said nothing about October.

What it did say is that the neutral rate should be reassessed after every hike rather than assumed fixed — which discharges the terminal-rate question we opened on 28 September. October odds are below twenty per cent on two post-event readers; a third is excluded because it predates the release. And our 4.77-yen Tankan gap was 3.11: the assumed rate moved to 154.23.

miércoles, 30 de septiembre de 2026 · 1 notas

USDJPY

The 157.00 Pin Failed in Both Directions. And the Notional Was Obtainable All Along.

A publisher called 157.00 a pinning level with spot fifteen pips away.

Dollar-yen traded 36 pips below it and closed 38 pips above. We also finally have the notional — 1.4 billion dollars — from Minkabu, which prints the expiry ladder with sizes while the page we habitually read hides them in an image. Tokyo opens 157.34 and the Tankan printed plus 24 against plus 25. Thirteen hours on, the Ministry's English page still has not said zero.

Opera la reacción, no el titular
Las noticias te dicen cuándo cambian las condiciones. Consulta el calendario económico y revisa las señales actuales antes de ajustar nada.