Japanese Yen Forecast: Impact of Retail Sales, BoJ Policies, and Fed Chair Insights

Sunday, 29 September 2024, 16:00

Japanese yen's future hinges on retail sales data and Central Bank strategies. Upcoming reports could sway USD/JPY trading dynamics significantly. As economists project a dip in retail sales growth, investor sentiment may shift.
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Japanese Yen Forecast: Impact of Retail Sales, BoJ Policies, and Fed Chair Insights

Japanese Yen Forecast: Key Influencing Factors

The Japanese yen faces critical influences from retail sales data and monetary policy decisions. On September 30, retail sales figures from Japan could dictate market sentiment toward the USD/JPY pair. Expectations are for a slowdown in retail sales growth to 2.3% year-on-year in August, compared to 2.6% in July. A disappointing report may diminish investor hopes for a forthcoming Bank of Japan (BoJ) rate cut, affecting yen demand and potentially pushing USD/JPY towards 143.

Economic Indicators and Prime Minister’s Position

Notably, core inflation in Tokyo fell from 2.4% in August to 2.0% in September. Meanwhile, Japan’s preliminary industrial production is anticipated to decrease by 0.9%. A larger drop may suggest faltering demand and could adversely impact the labor market, which contributes over 50% to GDP.

Prime Minister Shigeru Ishiba's recent comments promoting an accommodative monetary policy could also shape market perceptions regarding the yen. Following his election, the USD/JPY retreated dramatically from highs of 146.494, signaling investor reevaluation.

Fed Chair Powell's Upcoming Speech

Fed Chair Powell’s remarks on the U.S. economy are crucial as well. His insights could clarify the potential interest rate path, with support for a 50-basis point rate cut in November potentially driving the USD/JPY below 142.

Short-term Outlook for the Japanese Yen

The dynamics surrounding the USD/JPY pair will largely depend on retail sales outcomes and Fed commentary. A softer sales report may lessen demand for the yen, while Powell's insights may further influence market movements. Position yourself strategically with ongoing updates and expert analysis.

Technical Analysis of USD/JPY

Current trends show USD/JPY lingering below the 50-day and 200-day EMAs, indicating bearish market sentiments. A breach above 143.495 might shift the price towards 145, with a possibility of approaching the 145.891 level. Conversely, a drop below 142 could steer the currency pair towards the significant support level at 141.032.


This article was prepared using information from open sources in accordance with the principles of Ethical Policy. The editorial team is not responsible for absolute accuracy, as it relies on data from the sources referenced.


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