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Yen slides, dollar gains as BOJ seen maintaining loose policy

Published 21/07/2023, 02:53
© Reuters. FILE PHOTO: Japanese Yen and U.S. dollar banknotes are seen in this illustration taken March 10, 2023. REUTERS/Dado Ruvic/Illustration
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By Karen Brettell and Iain Withers

NEW YORK (Reuters) - The yen dropped against the dollar on Friday after Reuters reported the Bank of Japan (BoJ) is leaning toward keeping its key yield control policy unchanged next week, ahead of a busy week of central bank meetings that includes the U.S. and Europe.

BoJ policymakers prefer to scrutinize more data to ensure wages and inflation keep rising before changing the policy, five sources familiar with the matter said. The report added there was no consensus within the central bank and the decision could still be a close call.

"All expectations are for them to keep yield curve control as is and no changes to rates, but maybe a little upgrade on their inflation outlook," said Edward Moya, senior market analyst at OANDA in New York.

However, "the chances that we could get a surprise should remain on the table," Moya added. "The BOJ is potentially going to be a major market-moving event because time’s running out on the BOJ to really set up a policy shift.”

With inflation having exceeded the BoJ's target for more than a year, markets have been simmering with speculation the central bank could tweak yield curve control as early as the July 27-28 meeting.

Data earlier on Friday showed Japan's core inflation rose to 3.3%, matching a median market forecast but remaining ahead of the BoJ's 2% target.

The dollar gained 1.24% to 141.81 yen, after earlier reaching 141.95, the highest since July 10. It is trading just below the 145.07 level reached on June 30, which was the highest since Nov. 10.

The greenback is on track for its best weekly percentage gain against the Japanese currency since October at 2.22%.

Kenneth Broux, head of corporate research for FX and rates at Societe Generale (EPA:SOGN), said the sharp move in the yen on Friday might prompt Japan's finance ministry to make further public comments to try to support the currency.

"It puts more pressure again on the Ministry of Finance," Broux said.

Japanese authorities will consider all options to deal with excess volatility in the currency market, the country's top currency diplomat, Masato Kanda, was reported as saying on Friday.

FED FOCUS

Central bank meetings from the United States and Europe are also due next week, with the Federal Reserve and the European Central Bank both expected to raise rates by 25 basis points.

Investors will focus on comments from Fed Chair Jerome Powell after the U.S. central bank’s rate decision on Wednesday for any clues on whether it is likely to continue hiking rates.

Moya said that Powell is most likely to "keep optionality on the table - there is no reason for them to commit to September when you have two inflation reports that will happen post-next week’s meeting."

Fed funds futures traders are pricing in 33 basis points of additional tightening this year with rates expected to peak at 5.41% in November.

"We could see the last rate hike in this cycle, but any dovish pivot seems far out," Christian Scherrmann, U.S. economist at DWS, said.

The dollar index - which tracks the greenback against six major peers - rose 0.30% to 101.06. The index was on track for a 1.14% weekly gain, its biggest rise in two months.

The euro fell 0.05% against the dollar to $1.1123.

The pound fell for a sixth day versus the dollar - its longest stretch of daily losses since last September - and was last down 0.07% at $1.2859.

It briefly bounced earlier on Friday after data showed UK consumer spending was stronger than expected in June.

The pound is on track for a 1.75% weekly fall, its largest since early February.

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Currency bid prices at 3:00PM (1900 GMT)

Description RIC Last U.S. Close Pct Change YTD Pct High Bid Low Bid

Previous Change

Session

Dollar index 101.0600 100.7700 +0.30% -2.348% +101.1900 +100.7100

Euro/Dollar $1.1123 $1.1130 -0.05% +3.82% +$1.1145 +$1.1108

Dollar/Yen 141.8050 140.0700 +1.24% +8.16% +141.9450 +139.7500

Euro/Yen 157.75 155.88 +1.20% +12.44% +158.0400 +155.6000

Dollar/Swiss 0.8661 0.8668 -0.12% -6.37% +0.8672 +0.8644

Sterling/Dollar $1.2859 $1.2868 -0.07% +6.33% +$1.2903 +$1.2817

Dollar/Canadian 1.3206 1.3172 +0.26% -2.54% +1.3226 +1.3154

Aussie/Dollar $0.6730 $0.6779 -0.70% -1.25% +$0.6788 +$0.6723

Euro/Swiss 0.9634 0.9646 -0.12% -2.64% +0.9651 +0.9619

Euro/Sterling 0.8649 0.8647 +0.02% -2.20% +0.8679 +0.8635

NZ $0.6171 $0.6233 -0.98% -2.80% +$0.6240 +$0.6170

Dollar/Dollar

Dollar/Norway 10.0720 10.0820 -0.17% +2.56% +10.1030 +10.0300

Euro/Norway 11.2073 11.2064 +0.01% +6.80% +11.2326 +11.1499

© Reuters. FILE PHOTO: Japanese Yen and U.S. dollar banknotes are seen in this illustration taken March 10, 2023. REUTERS/Dado Ruvic/Illustration

Dollar/Sweden 10.3884 10.3417 +0.40% -0.19% +10.4164 +10.3287

Euro/Sweden 11.5559 11.5095 +0.40% +3.60% +11.5765 +11.5060

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