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World & Business

Yen reportedly falls despite Bank of Japan rate hike to a 31-year high

A September 19, 2026 market recap links the yen’s decline to less-hawkish-than-expected guidance. A separate post warns that newly bullish yen bets could fuel a squeeze.

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2 Sources, 11d ago, first seen 11d ago

TLDR

A market recap posted September 19, 2026 says the Bank of Japan raised rates to a 31-year high, but the yen sold off because its guidance was less hawkish than expected. A separate post says speculators had switched from heavily betting against the yen to heavily betting on it at record speed. It warns that those new positions could fuel a squeeze if USD/JPY keeps rising—meaning the yen weakens further against the dollar.

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6.4K

2 Sources, first seen 11d ago

53 likes9 comments6 saves12 reposts

Combined views

6.4K

2 Sources, first seen 11d ago

53 likes9 comments6 saves12 reposts

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Sentiment

Positive——Negative

Summary

Not enough discussion yet.

No sentiment analysis available yet.

2 Sources

@GlobalMktObserv⚠️US stocks fell this week despite a Friday bounce fueled by record options expiry. This comes as the Fed, BoJ, and BoE all hiked rates this week. The Fed delivered its first hike in 3 years on Wednesday, a unanimous decision that came with 16 of 18 officials penciling in at least 1 more increase before year-end, while hawkish commentary from Chair Warsh sharply raised odds of a follow-up hike in October or December. At the same time, the BoJ hiked to a 31-year high but triggered a Yen selloff when its guidance came in less hawkish than expected, forcing an emergency "rate check" headline to stem the slide. Moreover, the BoE held rates on a 6-3 split and paused its gilt sales for six months, pulling the 30-year gilt yield back from a week-high near 5.96% to 5.74%. Oil remained the week's dominant driver, with Brent spiking to a 4-month high above $110 before fading to $104 by Friday, as Houthi advances toward the Bab el-Mandeb compounded the Hormuz disruption and Russian refinery strikes pushed diesel margins to record highs. The 10-year Treasury yield surged to 5.04% on Tuesday, its highest since 2007, before the long end stabilized into the weekend even as the short end kept pricing in additional hikes, flattening the curve to its flattest since March 2025. Meanwhile, calls from AI executives for a slower pace of development briefly sent chipmakers and data-center stocks sharply lower on Monday, but the selloff quickly faded as AMD, Arm, Micron, Marvell, and Intel led a rebound that left the chip sector roughly unchanged for the week. Lastly, global equity funds saw -$23.2 billion in outflows, the largest weekly outflow in 9 months, including -$31.4 billion pulled from US funds alone, their 4th consecutive week of withdrawals. Higher for longer is back. Performance this WEEK: S&P 500 -0.1% Nasdaq +0.7% Russell 2000 -1.5% Dow Jones -1.7% US 10-year Treasury yield +2 bps Bitcoin +4.8% Bank Index -4.9% VIX -7% front mth VIX futures +9% US Dollar Index +1.4% Gold +0.4% Silver +3.0% WTI Crude Oil -0.5%
@NeuralCryptoLabThe Yen setup is getting ugly. Speculators flipped from massively short to massively long JPY at record speed. Then the BOJ hikes… and the Yen still weakens. That’s classic "good news, bad price action." If USD/JPY keeps rising, those new Yen longs become fuel for the squeeze...
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    2 Sources

    @GlobalMktObserv⚠️US stocks fell this week despite a Friday bounce fueled by record options expiry. This comes as the Fed, BoJ, and BoE all hiked rates this week. The Fed delivered its first hike in 3 years on Wednesday, a unanimous decision that came with 16 of 18 officials penciling in at least 1 more increase before year-end, while hawkish commentary from Chair Warsh sharply raised odds of a follow-up hike in October or December. At the same time, the BoJ hiked to a 31-year high but triggered a Yen selloff when its guidance came in less hawkish than expected, forcing an emergency "rate check" headline to stem the slide. Moreover, the BoE held rates on a 6-3 split and paused its gilt sales for six months, pulling the 30-year gilt yield back from a week-high near 5.96% to 5.74%. Oil remained the week's dominant driver, with Brent spiking to a 4-month high above $110 before fading to $104 by Friday, as Houthi advances toward the Bab el-Mandeb compounded the Hormuz disruption and Russian refinery strikes pushed diesel margins to record highs. The 10-year Treasury yield surged to 5.04% on Tuesday, its highest since 2007, before the long end stabilized into the weekend even as the short end kept pricing in additional hikes, flattening the curve to its flattest since March 2025. Meanwhile, calls from AI executives for a slower pace of development briefly sent chipmakers and data-center stocks sharply lower on Monday, but the selloff quickly faded as AMD, Arm, Micron, Marvell, and Intel led a rebound that left the chip sector roughly unchanged for the week. Lastly, global equity funds saw -$23.2 billion in outflows, the largest weekly outflow in 9 months, including -$31.4 billion pulled from US funds alone, their 4th consecutive week of withdrawals. Higher for longer is back. Performance this WEEK: S&P 500 -0.1% Nasdaq +0.7% Russell 2000 -1.5% Dow Jones -1.7% US 10-year Treasury yield +2 bps Bitcoin +4.8% Bank Index -4.9% VIX -7% front mth VIX futures +9% US Dollar Index +1.4% Gold +0.4% Silver +3.0% WTI Crude Oil -0.5%
    @NeuralCryptoLabThe Yen setup is getting ugly. Speculators flipped from massively short to massively long JPY at record speed. Then the BOJ hikes… and the Yen still weakens. That’s classic "good news, bad price action." If USD/JPY keeps rising, those new Yen longs become fuel for the squeeze...
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