$JPIRYY -Japan Inflation Hits 8-Month Low (July/2025)ECONOMICS:JPIRYY
July/2025
source: Ministry of Internal Affairs & Communications
- Japan’s annual inflation rate eased to 3.1% in July 2025 from 3.3% in June, the lowest since November 2024.
The moderation was driven by falling electricity prices and flat gas costs, which helped offset a faster rise in food prices, largely fueled by surging rice costs. Core inflation also stood at 3.1%, in line with the headline rate but slightly above market expectations of 3.0%.
Japan
Nikkei 225 & USD/JPY AnalysisThe Nikkei 225 has reached new all-time highs (almost reaching 44,000), driven by strong domestic economic indicators and robust corporate earnings.
The yen has strengthened against the US dollar, influenced by
1) speculation over the timing of a rate cut from the FOMC, and
2) the Bank of Japan's hawkish stance and expectations of interest rate hikes.
(narrowing of monetary policy between the two countries)
Historically, a weaker yen (rising USD/JPY - thin blue line) has been beneficial for Japanese exporters, leading to increased corporate earnings and, consequently, a rising Nikkei 225.
But, at times, this inverse relationship has shown signs of divergence.
The current divergence between the USDJPY and the Nikkei 225 suggests that the Nikkei 225 is increasingly driven by domestic economic factors rather than the traditional USD/JPY correlation.
In the short term, the Nikkei 225 may continue its upward momentum, supported by strong economic fundamentals and investor confidence.
With the price breaking out and staying above the upward channel, climbing toward the 45,000 price level.
Medium-Term Risks: Potential geopolitical tensions and shifts in global economic conditions could introduce volatility in the medium term. This could lead to a retracement down to 42,000 before trading higher again.
While the traditional correlation has weakened, ongoing monitoring of USD/JPY movements remains essential, as significant fluctuations could still impact investor sentiment.
USD/JPY: Liquidity Hunts Inside the RangeHello guys.
After the sharp drop at the end of July, USD/JPY has been consolidating inside a well-defined range. We’ve now seen two classic liquidity hunts:
Hunt 1 (top of range): Price spiked above resistance, took stops, and quickly rejected.
Hunt 2 (bottom of range): Price swept liquidity below support before bouncing back inside the range.
This type of price action suggests accumulation of orders before the next expansion.
Currently, price is rebounding from the second liquidity hunt, showing signs of strength. If buyers can hold above the 146.80 range low, we may see continuation toward the 149.04 resistance zone, which is the next liquidity pool above.
Levels to Watch:
Support: 146.80 (range low)
Resistance: 148.00 (mid-range resistance)
Target: 149.04
Short-term bullish as long as 146.80 holds. A clean break above 148.00 could open the path to 149.04.
The NIKKEI 225 reached a new high on strong Japanese Q2 GDP
Japanese equities extended their rally last week, supported by strong economic data and expectations of Fed rate cuts. Notably, Japan’s Q2 GDP exceeded consensus, helping propel the market to fresh highs. GDP grew 1.0% YoY (prev. 0.6%, cons. 0.4%), easing recession fears despite lingering uncertainty over Japan-US tariff negotiations throughout the quarter. The achievement drew particular market attention, given the challenging trade backdrop.
Meanwhile, US Treasury Secretary Bessent sparked controversy by openly pressuring the BoJ to tighten policy, citing Japan’s inflation as a severe problem. Markets cautioned that if such remarks were to influence actual policy action, investors could view a BoJ rate hike as politically driven, complicating its execution.
NIKKEI 225 breached above the ascending channel’s upper bound and set a new high. The widening gap between both EMAs suggests the potential extension of bullish momentum. If NIKKEI 225 holds above the channel’s upper bound, the index may test the resistance at 44000. Conversely, if NIKKEI 225 reenters the channel and breaks below the support at 42115, the index could retreat toward the next support at 40800.
Event horizon forming for USD/JPY? U.S. Treasury Secretary Scott Bessent told Bloomberg TV that the BOJ is behind the curve and will likely raise rates. This contrasts with BOJ Governor Kazuo Ueda, who sees no urgency despite rising wages and service-sector inflation.
Bessent also called for a more dovish U.S. Federal Reserve, suggesting a total of 150 basis points in cuts, starting with a 50 bp reduction in September.
On the weekly chart, USD/JPY is trading near 147.75, holding just above mid-channel support in an uptrend from early 2024. With Japanese and U.S. rate paths potentially diverging, traders are watching for sustained downward pressure on the dollar. A key inflection zone for a potential pivot lies between 150.90 and 154.27.
NordKern - XAUUSD InsightNordKern | Simplified Insight OANDA:XAUUSD – Short Opportunity Ahead
Gold is now near our important level at 3370, offering a shorting opportunity considering recent events and technical action.
Gold Price Decline – What's Behind It?
In the last two sessions (July 23–24), gold has retreated strongly owing to a set of global as well as market-specific circumstances:
1. Trade Deal Optimism
Advances in U.S.–Japan and U.S.–EU trade discussions lessened worldwide uncertainty, decreasing demand for gold as a safe-haven.
2. Higher U.S. Yields
Higher Treasury yields are rendering non-yielding assets such as gold less appealing, adding to downward pressure.
3. Technical & Profit-Taking
Following a recent rally, gold was exposed to selling. Stop-loss and profit-taking triggers hastened the fall.
Summary of Key Drivers
U.S. Trade Deals: Reduced geopolitical risk
Higher Treasury Yields: Decreased gold's relative attractiveness
Technical Selling: Enhanced the downward trend
Trade Setup – Bearish Bias
Entry : 3374.4
Stop Loss : 3387.3
Take Profit : 3345.4
Extended Target : 3322
Key Notes:
- Trade Deal Optimism: U.S.–Japan and U.S.–EU agreements eased global tensions, reducing demand for gold as a safe-haven asset.
- Yield Pressure: Rising U.S. Treasury yields made gold less attractive compared to interest-bearing alternatives.
- Technical Selling: Profit-taking and stop-loss triggers accelerated the decline after gold’s recent rally.
This setup remains tactically driven. Manage risk carefully and monitor for any renewed political shifts.
Australian dollar hits eight-month high on risk-on moodThe Australian dollar has rallied for a fourth sucessive day. In the North American session, AUD/USD is trading at 0.6588, up 0.50% on the day. The red-hot Aussie has jumped 1.6% since Thursday and hit a daily high of 0.6600 earlier, its highest level since Nov. 2024.
The financial markets are in a risk-on mood today, buoyed by the announcement that the US and Japan have reached a trade agreement. Under the deal, the US will impose 15% tariffs on Japanese products, including automobiles. As well, Japan will invest some $550 billion into the US.
Global stock markets are higher and the Australian dollar, a gauge of risk appetite, has climbed to an eight-month high.
Investors also reacted positively today to reports that negotiations between the US and China were speeding up and the US could grant an extension of the August 12 deadline to reach an agreement. The latest positive developments on the tariff front have raised hopes that the US will also sign trade deals with the European Union and South Korea.
The White House continues to put pressure on the Federal Reserve. Earlier this week, Treasury Scott Bessent called for a thorough review of the Federal Reserve. Bessent echoed President Trump's calls for the Fed to lower interest rates.
Fed Chair Jerome Powell hasn't shown any signs of plans to cut rates and has fired back that the uncertainty over Trump's trade policy has forced the Fed to adopt a wait-and-see policy. The Fed is widely expected to hold rates at the July 30 meeting but there is a 58% likelihood of a rate cut in September, according to CME's FedWatch.
AUD/USD has pushed above resistance at 0.6579 and tested resistance at 0.6593 earlier. Next, there is resistance at 0.6629
0.6539 and 0.6521 are the next support levels
$JPIRYY -Japan Inflation Hits 7-Month Low (June/2025)ECONOMICS:JPIRYY 3.3%
June/2025
source: Ministry of Internal Affairs & Communications
-Japan’s annual inflation rate eased to 3.3% in June 2025 from 3.5% in May, marking the lowest reading since last November, as a sharp slowdown in electricity and gas prices offset persistent upward pressure from rice.
Core inflation also matched the headline rate at 3.3%, pointing to a three-month low and aligning with expectations.
JAPAN as a HERO? UP! GOKU Last Fight! JAPAN is the last one to join the party! The final fight for the #BlowoffTop.
Why is this so important? If you look at correlations with BTC, global liquidity, China, the Fed’s interest rates, and more, Japan plays a key role. After China, Japan is the next to wake up and give the final push to this Bull Market.
The last time the Nikkei dropped more than 25% was during the COVID crash. What happened next? It rallied 26% in the first 52 days and extended its Bull Market to over 88% from the bottom.
With the current Carry Trade crisis (still unresolved), the TVC:NI225 has dropped more than 25% again, and guess what? It’s up 26% in the first 52 days... History doesn’t repeat, but it often rhymes.
It’s feeling like 2017 all over again... What do you think? 🚀📈
JXY with JXY looking monthly downside and DXY looing upside i will be looking for 35 years breakout of usdjpy meanning uj is a long therm upside
How to View the Assets in Japan
It should be noted that many of the assets the government owns are not marketable, or, if so, their
price can sharply drop in the case of fiscal crisis. Therefore, the financial situation should be assessed
first by gross debt.
In addition, the assets earmarked with the liabilities (such as pension reserves and FILP loans) are
not directly related to fiscal consolidation because they are not included in “Bonds outstanding of
central and local governments”, which is the benchmark of fiscal consolidation target
Why election risk means yen volatility could rise this weekThe Japanese yen remains vulnerable ahead of Japan’s Upper House election on July 20.
Polls suggest the ruling LDP-Komeito coalition may lose its Upper House majority. Such an outcome would further weaken Prime Minister Shigeru Ishiba’s position, with his government already operating as a minority in the Lower House.
Adding to the pressure, the U.S. is set to impose 25% tariffs on Japanese goods from August 1—part of a broader protectionist push.
NI225 NIKKEI 225 25-7-11Japan stocks remind me the most of this time in 1975, which marked a bottom. It’s not identical at all. Just the closest I could compare it to. It’s at all time highs and after a year or so of consolidation. The thing is now looks even better for a textbook W reversal up now. It’s a striking pattern really you can clearly see it. I wouldn’t be surprised if it makes more spikes back down though also before resuming an upward trend.
The Chart Says ''Cheer Up Japan'' – JPY Looks Safe📊🇯🇵 The Chart Says "Cheer Up Japan" – JPY Looks Safe 💙✨
There’s been talk, worry, even viral prophecy this week… but I’m here to say:
I read charts — not fear.
And right now, the JPY is showing strength, not weakness.
After running a full scan with my AI-powered Precision Master Mode, the cleanest trade setup aligned with this view is:
AUDJPY SHORT 📉
🗾 Cheer up, Japan — the Yen’s got this.
No panic in the charts. Just structure, volume, and momentum confirming that JPY is holding its ground as a safe-haven currency.
🔍 TRADE SETUP – AUDJPY SHORT
ENTRY: Market (or 94.85 for better R:R)
STOP LOSS: 95.70 (above trap high)
TARGETS:
TP1: 93.50
TP2: 91.57
TP3: 87.84 (macro target)
📈 What the chart shows:
– Strong rejection from top channel zone (structure is King!)
– SuperTrend flip starting on multiple TFs
– VWRSI fading = momentum loss
– Volume Profile confirms resistance
So while the headlines play on emotions, my execution comes from structure.
Let’s ride this JPY strength into next week — calmly, confidently.
📸 Chart attached (8H view – AI tuned)
📰 Article on the 'prophecy' that sparked the buzz:
www.telegraphindia.com
Have a nice weekend Japan and all Asia! After a 'scary prophecy' troubling your minds the weekend can end up being a crazy happy one!
One Love,
The FXPROFESSOR 💙
Disclosure: I am happy to be part of the Trade Nation's Influencer program and receive a monthly fee for using their TradingView charts in my analysis. Awesome broker, where the trader really comes first! 🌟🤝📈
Is Japan's Economic Future at a Tariff Crossroads?The Nikkei 225, Japan's benchmark stock index, stands at a critical juncture, facing significant pressure from potential US tariffs of up to 35% on Japanese imports. This assertive stance by US President Donald Trump has already triggered a notable decline in Japanese equities, with the Nikkei 225 experiencing a 1.1% drop and the broader Topix Index falling 0.6% on Wednesday, marking consecutive days of losses. This immediate market reaction, characterized by a broad-based selloff across all sectors, underscores profound investor concern and a pre-emptive pricing-in of negative outcomes, particularly for the highly vulnerable automotive and agricultural sectors.
The looming July 9 deadline for a trade agreement is pivotal, with President Trump explicitly stating his intention not to extend the current tariff pause. These proposed tariffs would far exceed previous rates, adding substantial financial burdens to industries already facing existing levies. Japan's economy, already struggling with a recent contraction in GDP and persistent declines in real wages, is particularly susceptible to such external shocks. This pre-existing economic fragility implies that the tariffs could amplify existing weaknesses, pushing the nation closer to recession and intensifying domestic discontent.
Beyond immediate trade concerns, Washington appears to be leveraging the tariff threat to compel allies like Japan to increase military spending, aiming for 5% of GDP amidst rising geopolitical tensions. This demand strains the "ironclad" US-Japan military alliance, as evidenced by diplomatic setbacks and Japan's internal political challenges in meeting such ambitious defense targets. The unpredictable nature of US trade policy, coupled with these geopolitical undercurrents, creates a complex environment where Japan's economic stability and strategic autonomy are simultaneously challenged, necessitating significant strategic adjustments in its international relationships.
Nikkei 225 stays bullish as Japan embraces AIWhile most traders have been focused on AI's impact on Western economies, Japan has been quietly chipping away at its own AI revolution. Not by building the flashiest tools, but by embedding AI into the guts of its economy.
Let's start with the obvious. Japan is an industrial giant. Toyota, Fanuc, Sony. These companies aren’t chasing fads. They’re integrating AI into factories, supply chains, and robotics. Not hype but rather real productivity.
The government gets it too. “Society 5.0” isn’t just a slogan. It’s a structural policy push. R&D spending is north of 3% of GDP. That’s capital well spent.
Now the deeper point, demographics. Japan’s working-age population is shrinking. That’s no longer a headwind. It’s fuel. AI offsets labour shortages. Healthcare, logistics, transport. These sectors are being rewired, not disrupted. They’re evolving, and profits will follow.
Then there’s valuation. The Nikkei 225 is still attractive with a forward P/E of around 14x, while the S&P trades above 22x. Yet Japanese firms are global leaders in high-value, AI-relevant sectors. That gap will close.
This is structural, it’s not about today’s trade. It’s about where capital flows over the next five years.
Japan’s quiet, calculated AI pivot is the most underpriced transformation in global markets.
Stay long Nikkei, we expect the 200-day moving average to hold. The re-rating is only beginning.
The forecasts provided herein are intended for informational purposes only and should not be construed as guarantees of future performance. This is an example only to enhance a consumer's understanding of the strategy being described above and is not to be taken as Blueberry Markets providing personal advice.
$JPIRYY -Japan CPI (May/2025)ECONOMICS:JPIRYY
May/2025
source: Ministry of Internal Affairs & Communications
- Japan's annual inflation rate edged down to 3.5% in May 2025 from 3.6% in the previous two months, marking the lowest level since November.
Price growth eased for clothing (2.6% vs 2.7% in April), household items (3.6% vs 4.1%), and healthcare (2.0% vs 2.2%), while education costs fell further (-5.6%). In contrast, inflation held steady for transport (2.7%) and miscellaneous items (1.3%), but accelerated for housing (1.1% vs 1.0%), recreation (3.0% vs 2.7%), and communications (1.9% vs 1.1%).
Meanwhile, prices of electricity (11.3% vs 13.5%) and gas (5.4% vs 4.4%) remained elevated.
On the food side, prices increased by 6.5%, staying at the slowest pace in four months, though rice prices soared over 100%, underscoring the limited impact of government efforts to rein in staple food costs.
Meanwhile, the core inflation accelerated to 3.7% from 3.5% in April, reaching its highest level in over two years, ahead of the summer election.
Monthly, the CPI rose 0.3%, after a 0.1% gain in April.
$JPINTR -Japan Interest Rates (June/2025)ECONOMICS:JPINTR
(June/2025)
source: Bank of Japan
- The Bank of Japan kept its key short-term interest rate unchanged at 0.5% during its June meeting, maintaining the highest level since 2008 and aligning with market expectations.
The unanimous decision underscored the central bank’s cautious stance amid escalating geopolitical risks and lingering uncertainty over U.S. tariff policies, both of which continue to pose threats to global economic growth.
Tokyo and Washington agreed to extend trade talks after failing to achieve a breakthrough during discussions on the sidelines of the G7 Summit in Canada. Meanwhile, as part of its gradual policy normalization, the BoJ reaffirmed its plan to cut Japanese government bond purchases by JPY 400 billion each quarter through March 2026.
Starting April 2026, it will then slow the reduction to JPY 200 billion per quarter through March 2027, targeting a monthly purchase level of around JPY 2 trillion—signaling a measured but steady path away from ultra-loose monetary policy.
USDJPY 1W forecast until September 2025A huge inverted Head&Shoulders has been started. Volatility chop-chop. Left shoulder is ready and the price is heading up to the base at 145.188
In the middle of June we will see a fast fall to print Head bottoming at 138.75
Before printing Right shoulder the price has to visit the base again in the beginning of August 2025
What will happen in September? I will keep posting and updating (if I see necessity) 1W chart here. For 1D weekly updates check 'Also on' in my Profile.
USDJPY 1W tf forecast until August 2025 Current midterm bias is bullish. 150,64 and 142,78 are extreme levels to be respected by the price action. One more week of red week of sideways movement will actually form a reversal pattern followed by a strong upward spike. A powerful breakout to 148,27 is to be retested at 145,34 - healthy retest. July will show an organic growth topping at 149.66 in the beginning of August 2025
(jasmy) jasmy "array"I can't share my indicator ideas unless I publish them publicly. I don't feel like sharing my indicators with the public is necessary so I guess I will not be publishing many new ideas because the Trading View website is removing features where unpublished custom indicators are allowed to be included in sharing. Trading View is too strict and they keep choking the freedoms of watchlist, now indicators, what's next to be taken away from users of the website?