#USD/JPY

🌐 General — 📉 Bearish

Warsh Confirmed to Fed Board, Still Awaiting Vote on Chair Post

May 12, 2026 (91 days ago)

Kevin Warsh confirmed to Fed Board as hawkish voice, with chair vote still pending, stirring repricing across USD, bonds, and equities.

▼ Senate confirmation of Warsh to the Board of Governors

📆 Mid 🌍 US Read More →

🌐 General DXY 📉 Bearish

Fed’s Goolsbee Says Services Inflation May Point to Overheating

May 12, 2026 (91 days ago)

Fed’s Goolsbee warns services inflation may signal overheating, stoking hawkish repricing that lifts the dollar and Treasury yields while equities slip.

▼ Goolsbee cites services inflation as overheating risk, signaling Fed may hold rates higher for longer.

📅 Short 🌍 US Read More →

🌐 General SPX 📉 Bearish

US Inflation Accelerates in April on Rising Gasoline Prices

May 12, 2026 (91 days ago)

US inflation accelerated to 3.2% in April on surging gasoline prices, dashing June rate-cut hopes and sparking a dollar rally as equities…

▼ April CPI beat (0.4% MoM vs 0.3% expected)

📅 Short 🌍 US Read More →

🏭 Commodities USOIL 📊 Neutral

Australia Doomsday Scenario Sees Oil Hit $200 on War Escalation

May 12, 2026 (91 days ago)

Australia warns oil could hit $200 in a war escalation doomsday scenario, threatening a global recession and commodity-market chaos.

→ Military conflict escalation disrupts major oil chokepoints like the Strait of Hormuz.

🗓️ Long 🌍 AU Read More →

📋 Bonds US10Y 📉 Bearish

Bond Market Ditches Warsh Trade as Oil Surges

May 12, 2026 (91 days ago)

Bond market dumps Warsh trade as oil price jump stokes inflation fears, driving US10Y yields higher and weighing on stocks.

▼ Oil price surge raises inflation expectations

📅 Short 🌍 US Read More →

📈 Stocks 4911.T 📊 Neutral

Shiseido May Swap Oil for Plants on Cosmetic Supply Chain Chaos

May 12, 2026 (91 days ago)

Shiseido mulls plant-based alternatives to slash costs as crude oil rallies 40% in 2026 and cosmetic supply chains buckle under port strikes…

→ Crude oil up 40% YTD to $58/barrel lifts input costs for cosmetics packaging and ingredients.

📅 Short 🌍 JP Read More →

💱 Forex USD/JPY 📉 Bearish

BOJ Signals Chance of Rate Hike Next Month Over Inflation Risks

May 12, 2026 (92 days ago)

BOJ flags June rate hike possibility amid rising inflation, driving yen strength and weighing on Japanese equities and bonds.

▼ Upside inflation surprise in Tokyo CPI

📅 Short 🌍 JP Read More →

🌐 General DXY 📉 Bearish

Warsh’s Fed Nomination Clears First in Series of Senate Votes

May 12, 2026 (92 days ago)

Warsh Fed nomination advances in Senate, lifting USD and yields on hawkish policy bets while pressuring equities and gold.

▼ Senate Banking Committee approval by 13-9 vote

📅 Short 🌍 US Read More →

📈 Stocks GS 📈 Bullish

Goldman’s Japan Revenue Hits 15-Year High as Foreign Banks Shine

May 12, 2026 (92 days ago)

Goldman Sachs Japan revenue hits 15-year high as foreign banks dominate, driven by strong equity trading and M&A fees, lifting GS stock…

▲ Goldman’s equities trading revenue in Japan jumps to a 15-year high

📅 Short 🌍 JP Read More →

🌐 General SPX 📈 Bullish

US Asks to Keep Collecting Trump’s New Tariffs After Court Loss

May 11, 2026 (92 days ago)

US asks to maintain Trump tariff collections after court loss, escalating trade policy uncertainty and weighing on equities while boosting bonds and…

▲ US court ruled against Trump's new tariffs, temporarily blocking collection

📅 Short 🌍 US Read More →

📋 Bonds US10Y 📉 Bearish

Goldman y BofA retrasan previsiones de recortes de tasas de la Fed tras últimos datos económicos

May 11, 2026 (92 days ago)

Goldman and Bank of America delay Fed rate-cut forecasts as robust inflation and jobs data force a hawkish repricing that lifts the…

▼ A series of hotter-than-expected inflation prints forcing a rethink on the timing of Fed easing.

📅 Short 🌍 US Read More →

🌐 General SPX 📉 Bearish

Morgan Stanley Sees ‘Spicier’ CPI as Inflation Week Kicks Off

May 11, 2026 (92 days ago)

Morgan Stanley’s ‘spicier’ CPI warning raises the stakes for inflation week, threatening a yield-driven selloff in stocks and bonds while boosting the…

▼ Morgan Stanley’s explicit warning of a ‘spicier’ CPI print ahead of the official data release

📅 Short 🌍 US Read More →