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Japanese Yen refreshes multi-month low against USD; seems vulnerable ahead of US NFP
Friday, 1 August 2025 10:08 WIB | USD/JPY | Yen

The Japanese Yen (JPY) touches a fresh four-month low against its American counterpart during the Asian session on Friday and seems vulnerable to weaken further. The Bank of Japan (BoJ) revised up its inflation forecasts on Thursday and offered a less gloomy outlook on the economy, keeping hopes alive for the resumption of rate hikes later this year.

However, BoJ Governor Kazuo Ueda struck a dovish tone and signaled patience in policy normalization, to observe the tariff impact after the US-Japan trade deal. Furthermore, domestic political uncertainty, which has been fueling concerns about Japan's fiscal health, continues to undermine the JPY.

Meanwhile, the global risk sentiment takes a hit after US President Donald Trump signs an executive order imposing higher tariffs of up to 41% on key trading partners across the globe. This offers some support to traditional safe-haven assets and helps limit JPY losses.

The US Dollar (USD), on the other hand, is seen consolidating its strong weekly gains to its highest level since late May, bolstered by the slightly more hawkish-than-expected Federal Reserve (Fed), and contributes to capping the USD/JPY pair. Traders also seem reluctant and opt to wait for the release of the US Nonfarm Payrolls (NFP) report before placing fresh directional bets.

Source: FXstreet

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