Flows should turn into a positive for the yen because domestic investors won't take funds abroad. It's looking good for the yen.
Benedikt Germanier
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Expectations foreign investors will keep putting more money into Japanese equities are supporting th...
TETSU AIKAWA Today's decision means the end of zero interest rate policy is coming closer. Less liquidity is avai...
CARSTEN FRITSCH With the huge amount of money that Japanese sent abroad, repatriation flows could have a major effec...
YUJI SAITO Domestic institutions were looking for reasons to unwind a good slice of their long positions in the...
MASAYOSHI OKAMOTO Overseas investors are selling their Nikkei stocks. This is yen negative for sure. Sliding share pri...
TETSU AIKAWA We are looking for 110 yen in three months, and we could well hit 100 yen later this year.
JENS NORDVIG A weaker yen is definitely positive for Mazda and other automakers. Mazda's earnings are also helped...
KOICHI OGAWA Some investors focused on domestic demand-led sectors, while high-tech firms appeared to be weaker d...
MITSUSHIGE AKINO When the yen falls against the dollar it changes the appetite of Japanese investors for U.S. bonds. ...
DAVID GOLDMAN Markets have been pricing in Koizumi's victory in the elections. That's positive for the yen.
TORU UMEMOTO The Japanese economy is improving. The outlook for the yen looks positive given Japan's economic bac...
CHRIS LOONG The dollar's average break-even level for Japanese manufacturers is estimated at 115.32 yen for the ...
MASAAKI HIGASHIDA The end of quantitative easing is not positive for the yen at all, and the market is likely to find ...
TORU UMEMOTO Japanese institutional investors seem to have sought returns by selling dollar-denominated assets. T...
TOMOKO FUJII Fundamentals will determine the level of dollar-yen, and the fundamentals still argue for a higher d...
ALLISON MONTGOMERY Overall, while it was a pretty decent year for domestic funds, but when you look at the sectors and ...
BILL SICKLES If the yen continues to strengthen, then it's not a good thing for the Japanese because their export...
TOM BENFER The end of quantitative easing will definitely be yen positive. Government bond yields are going to ...
QING WANG A positive nationwide core figure will trigger relieved yen-buying.
ETSUKO YAMASHITA As oil prices go below $60 per barrel, it should translate to yen strength. I think we are far close...
BORIS SCHLOSSBERG The absence of any reference to the yen opens the way for dollar-yen to go up toward 125.
KIT JUCKES There's still grave concerns about the Japanese economy, which should prove negative for the yen.
JOE FRANCOMANO A third positive number in a row heightens expectations for the BOJ to raise policy next week. That ...
CALLUM HENDERSON A weaker yen, and platinum futures prices trading above Yen 4,000/g, made the commodity 'very safe' ...
TATSUO KAGEYAMA The yen is a yardstick for sentiment. We think that Japan is having a bad situation, so you sell Jap...
MARC DESMIDT Unlike past national elections, it seems swing voters in urban areas are supporting the LDP this tim...
TORU UMEMOTO As the market starts to think about the possibility of raising rates, it should support the yen. We ...
BRIAN GARVEY The unexpectedly strong result is likely to prompt yen buying particularly from foreign investors wh...
TATSURO KARITANI This is the first clear warning in a very long time by the U.S. that Japan should not cap the rise i...
CALLUM HENDERSON Speculation that some mutual funds here would pour 150 billion yen into equities also encouraged som...
NORIHIRO FUJITO We're starting to see positive signs that the Japanese business cycle may be moving around. The doll...
HARVINDER KALIRAI The weakened yen is a good thing in many ways,
NOBUYUKI IDEI Japanese investors are buying overseas assets, seeking higher yields than at home. This trend will r...
KAZUHIRO NISHINA I think the fact that every time we've gone below 114 yen (on dollar/yen) we've bounced back higher,...
DEREK HALPENNY It's really the yen driving Asian currencies higher. Asia is all about competitiveness, so all these...
JAN LAMBREGTS The news augurs well for the Japanese economy as confidence is now spreading through the full spectr...
BORIS SCHLOSSBERG Concerns that direction could be a firming of the yen has investors a bit wary of holding export-ori...
MASAYOSHI OKAMOTO There's this building case that the BOJ will be changing policy soon. That's the trigger we've been ...
ADRIAN FOSTER We're seeing Japan aggressively acting to keep the yen steady against the dollar and stop the proces...
LARA RHAME Oil damps growth everywhere but the high oil price may well be hurting Asia and Japan a lot more. Oi...
ADRIAN SCHMIDT The yen has been a definite influence on Asian currencies. Korea definitely has one eye on the yen. ...
GREG GIBBS A rapid gain in the yen will probably lower bond yields. The yen rose to a quite high level.
EIJI DOHKE The dollar's rise against the yen is more of a recovery against the dollar's oversold position again...
JOHN LONSKI The dollar's rise against the yen is more of a recovery against the dollar's oversold position again...
JOHN LONSKI The only way out for Japan is to see the yen weaken.
ANDREW CHAVERIAT It's clearly yen positive, especially when China is gradually allowing the yuan to appreciate day by...
CRAIG FERGUSON While the continued strength of the yen does present a risk to stretched carry positions in high-yie...
ASHLEY DAVIES The big issue is what happens to the yen, as weakness in the yen can hurt the industry as a whole.
DOMENICO DE SOLE We remain long dollar/yen from 116.70 heading into the new year.
ASHLEY DAVIES If you are among the good fellows chances are that you will be among the blemishes for the wicked ar...
APURVA GAGLANI The key for Asia is going to be the yen. As long as the yen stays about where it is or weakens a lit...
MAUREEN MCFARLAND Investors are confident the dollar will remain strong against the yen for the time being on the pros...
HIDEAKI KURIMOTO We believe the yen will weaken substantially into the first quarter of 2001,
DAVID GILMORE The trade surplus didn't narrow as much as people had been expecting so that's going to help the yen...
KAMAL SHARMA we will always take appropriate steps against an excessively strong yen.
HARUHIKO KURODA Short-term rate expectations remain the single most important factor for dollar/yen,
TOMOKO FUJII We've had a run up for the yen. Now we're seeing a bit of profit taking.
BRIAN ARABIA It's a lose-lose situation for the yen. Traders feel they shouldn't raise rates because the economy ...
TOM BENFER Japanese and foreign investors are now rushing to unwind yen-carry positions on concerns over possib...
MASAHI HASHIMOTO At least until the end of the year, there's no trigger to turn this around in favor of the yen,
BRIAN ROSE The Japanese economy is making its most serious attempt not to disappoint. The yen will strengthen.
MANFRED WOLF It's a positive move for the stock in the long term because it means more institutional investors ca...
DICK WEI The trade surplus figures showed strong exports and domestic demand. This shows the economy is robus...
TOMOKO FUJII Everybody knows they (investors) want to buy high yielding currencies and the yen still seems like t...
LARA RHAME Some of the Asian currencies are following the yen. As the yen goes stronger, then there's some trad...
CRAIG CHAN This is more a case of investors pouring money into the Japanese economy than a case of investors sc...
CARL WEINBERG The dollar maintained its strength inherited from last week but its upside is capped when nearing th...
MASAMICHI KOIKE If the yen level remains until March, there is a possibility for companies to revise earnings estima...
HIROSHI OKUDA (All the grief she had suffered over her lifetime had moulded her face into a mask of eternal sadnes...
JEAN SASSON The yen is the cheapest it has been for 20 years and will inevitably regain ground.
CALLUM HENDERSON The yen continues to weaken, as it should, given the continued weak economic data coming from Tokyo.
DENNIS GARTMAN The figures are not so bad and modestly yen positive. The Bank of Japan is on a solid track toward a...
TOMOKO FUJII The data from Japan was universally softer than expected. It is conspiring to take the yen lower.
RICHARD FRANULOVICH There's a division in the market between whether to sell the yen and buy the dollar on the Nikkei's ...
KOTARO KUNIMOCHI It's a real tug of war in the yen.
ADNAN AKANT Generally, a weaker yen is healthy for exporters and the economy. But the stock market doesn't have ...
MASAHARU SAKUDO It's not the dollar that's weakened a great deal, but rather the perception in the financial markets...
BRIAN FABBRI (The strong) yen is responsible for today's decline. Electronics shares, for example, would have per...
HIDENORI KARAKI Strong economic figures will confirm the Japanese economy is doing better, reinforcing expectations ...
ETSUKO YAMASHITA This dollar rally is not over yet. The biggest investors are still putting their money in the U.S. a...
BENEDIKT GERMANIER There are signs the Fed may stop raising rates so the $US may go down.
BENEDIKT GERMANIER This up leg should be quite strong because gold was previously regarded by many investors as 'just a...
DAVID FULLER The synergy GM gets from Isuzu is the biggest among its alliances in Japan because it's buying 200 b...
KOJI ENDO At this point, if the yen rises further, it's going to undermine the Japanese economy, and, as a res...
DAVID HORNER The market has been somewhat aware of oil and the dollar/yen as potential risks for Japanese shares.
MASAAKI HIGASHIDA The BOJ is expected to end its so-called quantitative easing policy of flooding the economy with cas...
TOMOKO FUJII The Japanese yen will become less of a driver for Asian foreign exchange and the influence of the yu...
IRENE CHEUNG Fukui will probably reiterate prospects for steady economic recovery. Even if Fukui says the same th...
ETSUKO YAMASHITA How can a bureaucrat or a politician be trusted if he says loud words for the sake of Russia's g...
VLADIMIR PUTIN Given what's already priced in, I don't think there's any reason for the yen to rise much further.
ETSUKO YAMASHITA The yen is being supported by a liquidation of short positions.
DEREK HALPENNY The yen's loss of upside momentum should also come as a relief to the high-yield currency bloc, with...
ASHLEY DAVIES There's disillusionment with the euro, the yen - and the dollar. Gold is a form of currency that's b...
PETER BOOCKVAR as I have always said, it is desirable for dollar-yen rates to trade in a stable manner.
HARUHIKO KURODA Strong flows into money market funds were probably another drag on stock-fund flows.
ANDREW CLARK The actual operating loss narrowed by 6 billion yen because of a sales gain, signaling an improvemen...
HIROSHI SATO The yen is the currency we really like right now.
BOB SINCHE Love came when you weren't looking, except in the case of millions who found mates on Match.com, but...
KRISTAN HIGGINS The markets would like to see some statement that the G7 are quite happy with the dollar-yen rate an...
ADRIAN SCHMIDT Reliance Industries has clearly led the rise today, and investors are confident because of the fund ...
DIPEN SANGHAVI