yen
September 2026Live view →
Where the voices land
All voices 9 voices5 bearish4 bullish
Strongly bearish
- FCFiona CincottaStrongly bearish The yen has weakened sharply and is expected to stay weak as Ueda failed to convince markets of aggressive BOJ hikes. ▶ 1:51 Yen Falls 3% Even After the BoJ Hikes to a 31-Ye… · 24 Sept
Bearish
- JSJames StanleyBearish Stanley says yen weakness has been the filler for Japan's declining population and GDP growth gap. “And that filler has been yen weakness. It's been using exports to try to fill the gap.” ▶ 20:19 10-Year Yields Jump and the S&P 500 Hits a Recor… · 28 Sept
- RBRobin BrooksBearish Brooks says only much higher Japanese interest rates can save the yen, implying it stays weak otherwise. “Only much higher Japanese interest rates can save the Yen” Open the post If you want to be glass-half-full on Japan's int… · 25 Sept
- JBjeroen bloklandBearish The yen is weakening again after the BoJ's less hawkish outlook. “As a result, the yen is weakening again.” Open the post New day, same dynamic? After the Treasury Twist… · 18 Sept
- LGLuke GromenBearish Japan is selling Treasuries to defend the yen from depreciating further. Open the item Medium-to-long term thoughts on LT USTs, etc. · 14 Sept
Bullish
- FJFelix JauvinBullish The yen intervention has worked, moving from the 160s to 153. ▶ 7:50 The Bond Market Is Trapping The Fed | Weekly Rou… · 11 Sept
- BSBrad SetserBullish Setser takes pleasure in the yen breaking 155 and had argued it was more likely to trade through 155 than 165. “I will confess a certain amount of pleasure in seeing the yen break 155” Open the post I will confess a certain amount of pleasure in s… · 7 Sept
- BEBob ElliottBullish Durable yen strengthening is more likely if policymakers stoke the nascent positive growth trajectory rather than relying on rate hikes. “achieving durable strengthening is much more likely if policymakers stoke the nascent positive growth trajectory” Open the post Many folks in the West see hiking as the main pa… · 6 Sept
Strongly bullish
- AHArthur HayesStrongly bullish Hayes expects the yen to surge against the euro. “Euro fucking yen, get DOWN!” Open the post Euro fucking yen, get DOWN! https://t.co/hY2n1k5… · 7 Sept
5 bearish4 bullish
Mentions
97 in September 2026Mon 31Thu 17 · 10Thu 1
Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Bloomberg 20 mentions
- Robin Brooks 12 mentions
- Gary Bohm 8 mentions
- Brad Setser 6 mentions
- Blake Morrow 5 mentions
- Jack Farley 4 mentions
- David Lin 4 mentions
- Max Wiethe 3 mentions
See what your own voices say about yen, every morning.
Start a desk