USD/JPY Research
Cross-firm research focused on USD/JPY — consensus, dispersion, and the gap to spot. Every piece links back to the underlying firm reports.
- May 8, 2026·USD/JPY·6 min read·+6.31% gap
USD/JPY at 156.80: Consensus Targets 147.5 but JPM Holds 164
USD/JPY trades 6.3% above the eight-firm median target of 147.5, with a 24-point dispersion range exposing deep disagreement on BoJ policy timing and US yield durability.
usdjpy bojRead → - May 7, 2026·USD/JPY·6 min read·+6.37% gap5 reads
USD/JPY at 156.90: Consensus Targets 147.5, Spread Runs 24 Figures
USD/JPY trades 6.4% above the eight-firm median Dec-26 target of 147.5, with a 24-figure dispersion exposing deep disagreement on BoJ pace and US yield trajectory.
usdjpy bojRead → - May 4, 2026·USD/JPY·5 min read·+6.59% gap7 reads
USD/JPY at 157.23: Consensus Sees 147.5, Spread Runs 24 Figures
USD/JPY trades 6.6% above the eight-firm median Dec-26 target of 147.5, with a 24-figure dispersion that maps directly onto competing BoJ rate-path assumptions.
usdjpy bojRead →
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