FX ニュース
相場を動かすイベント、時間帯ごとの地合い、マクロの流れ。相場を当てにいくのではなく、システムで回す人に向けて書いています。
155.24, Then Straight Back. The Yen Is Trading the Ten-Year — and Treasury Sells 20-Year Paper Into It at 17:00.
London ran USD/JPY through 155.00 to 155.24 on a ten-year at 5.0390% and handed all of it back when the yield gave up three basis points — the second failure at that figure in fourteen hours, and no link in either chain was Japanese. The ten-year went from "highest since October 2023" to "highest since July 2007" across about three basis points. Treasury sells 20-year paper into it at 17:00 UTC, six securities settle today, and the 20-year settles Friday on Bank of Japan morning.
The Only 12:30 Print Today Is Canadian, and Two Vendors Are 40 Basis Points Apart on It
The pre-US window fires at 12:30 UTC today with no American number in it. One vendor has the Canadian consensus at +0.3% m/m and 3.0% y/y; another at −0.1% and 2.0%. Statistics Canada's own July release says 3.0% — and 2.0% is the Bank of Canada median core, sitting in the wrong field. Second labelling failure from the same publisher in four sessions. Meanwhile London ran USD/JPY to 154.74 with nothing scheduled at all.