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Treasury Secretary Bessent, after meeting BOJ Governor Ueda, voiced strong support for Japan's decisive market and monetary steps to correct what he called the yen's substantial undervaluation, an explicit US endorsement of BOJ tightening that pressures USD/JPY lower and raises carry-trade unwind risk across leveraged long-duration and crypto positions. He simultaneously argued the Fed need not tighten into supply shocks and framed the 10-year yield as roughly unchanged since the administration began, a dovish lean that sits awkwardly against the Chair's recent tone and against a 10-year that round-tripped from 4.80% to 3.86% and back to 4.80%. Crude is up more than $3 at $89.34 on reports of an American attack on Iran, so the immediate watch items are whether the oil spike lifts breakevens and inflation expectations, and whether yen appreciation forces broader risk deleveraging in BTC and ETH.
As a Forex signal, watch whether it changes price action, volatility, or flows around JPY=X, CL=F, BTC.
Original Source: InvestingLive Central Banks
This page is market information analysis, not investment advice.
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JGB Yields Reach 30-Year High as Bessent Flags Possible Tokyo Yen Intervention
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