Yen traders look to BOJ and Fed decisions as AI tech volatility weighs
Mizuho sees the yen driven next week by Bank of Japan and Fed meetings, French bond yields and tech stock swings. Dollar seen near 158 by year-end.
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what happened
Mizuho Securities analysts say the currency market next week will watch tech shares, which are under pressure from concerns about artificial intelligence, a rise in French bond yields on fiscal worries, and upcoming policy meetings at the Bank of Japan and the Federal Reserve. According to Market Talk, higher oil prices could push the BOJ toward a tighter stance, while lower stock prices tighten financial conditions and act as a dovish factor.
The analysts note that a clear hint about a possible December rate hike, which the OIS market prices at nearly 80%, would read as hawkish and could lift the yen. Without such a signal, the Japanese currency could weaken again. Mizuho expects the dollar to trade around 158 yen at the end of December; the pair was last at 156.95 yen.
why it matters
For USD/JPY, two events matter most: the Bank of Japan decision and the Fed's policy meeting. Falling stock prices and rising oil push the currency in opposite directions, so the yen's next move will depend on how the central bank reads market conditions.
market impact
USD/JPY: a hawkish BOJ signal could support the yen, while silence may renew pressure on the currency
tags
instruments
sources
- Yen Focus Shifts to Central Bank Decisions, AI Tech Volatility — Market Talk, 23 October 2026 at 06:02 UTC
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