Japan's Intent on Currency Intervention: Credit Agricole Reports

Monday, 25 March 2024, 18:04

Credit Agricole highlights Japan's preparation for currency intervention as the JPY faces downward pressure. Masato Kanda, Vice Minister of Finance for International Affairs, signals strong support to stabilize the JPY against speculative forces. Analysts note potential intervention as USD/JPY nears critical levels.
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Japan's Intent on Currency Intervention: Credit Agricole Reports

Intervention Signals:

Masato Kanda's comments indicate a high likelihood of Japan intervening in the currency market to curb excessive JPY fluctuations, emphasizing that current movements do not reflect economic fundamentals.

USD/JPY Monitoring:

With USD/JPY nearing the 151.95 level, reminiscent of the intervention point in October 2022, the threshold for potential action seems to be around the 152 mark.

Model Analysis:

Credit Agricole’s FAST FX model suggests that USD/JPY is becoming increasingly detached from its short-term fundamentals, with a fair value estimate slightly adjusted upwards last week. The model would indicate a selling strategy for USD/JPY if it crosses 152.20, marking a significant overvaluation.

Conclusion:

The firm stance of Japan's finance officials on the possibility of currency intervention to support the JPY underscores the tension surrounding its current weakness. Kanda's remarks and Credit Agricole’s FAST FX model both denote a critical observation of USD/JPY levels, with readiness to counter speculative movements. Market participants closely watch for intervention signs that could impact JPY's trajectory.


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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