Japanese Yen Outlook: Fiscal Policy Shifts, Interest Rate Differentials, and Geopolitical Surprises to Fuel Volatility

Yen volatility has been exacerbated over the past few weeks as geopolitical updates out of Japan have combined with fundamentals to see the currency move more than the other majors. On the fundamental side of things, data has come in largely with expectations, and the Bank of Japan has kept rates on hold as expected. It is geopolitical, or more accurately, […]
Daily Macro markets update 24/02/2026
Market Report. ⚖️ We are continuing our examination of the impact of the US Supreme Court’s decision on Trump’s tariffs and how the trade and economy is being adjusted. We are facing a chaotic and uncertain trade landscape. ❓ There is significant confusion around the actual implementation of the new 15% tariffs, as the White […]