Analysis Reports
USD/JPYResearchRangeMarket analysis / Oct 18, 2026From Inversion to Repricing: What the Bond Market Just Told the YenUS 2s10s at +37bp with the 10-year at 5.081%. A 262bp gap between USDJPY and its 10-year carry — curve, carry and...
USD/JPYResearchRangeMarket analysis / Oct 17, 2026A Repricing, Not a Rally: Reading the Curve and the Yen TogetherUS 2s10s at +37bp with the 10-year at 5.081%. A 261bp gap between USDJPY and its 10-year carry — curve, carry and...
USD/JPYResearchRangeMarket analysis / Oct 16, 2026The Curve Turned Positive. The Yen Did Not Turn.US 2s10s at +35bp with the 10-year at 5.115%. A 257bp gap between USDJPY and its 10-year carry — curve, carry and...
USD/JPYResearchRangeMarket analysis / Oct 15, 2026A 261bp Wedge: Why USDJPY Stopped Following the Bond MarketUS 2s10s at +33bp with the 10-year at 5.052%. A 261bp gap between USDJPY and its 10-year carry — curve, carry and...
USD/JPYResearchRangeMarket analysis / Oct 14, 2026The Term-Premium Reset and What It Does to the Yen CrossesUS 2s10s at +38bp with the 10-year at 5.325%. A 249bp gap between USDJPY and its 10-year carry — curve, carry and...
USD/JPYResearchRangeMarket analysis / Oct 13, 2026The 260bp Question: Can USDJPY Keep Ignoring the Yield Spread?US 2s10s at +41bp with the 10-year at 5.198%. A 260bp gap between USDJPY and its 10-year carry — curve, carry and...
USD/JPYResearchRangeMarket analysis / Oct 12, 2026A 255bp Wedge: Why USDJPY Stopped Following the Bond MarketUS 2s10s at +45bp with the 10-year at 5.242%. A 255bp gap between USDJPY and its 10-year carry — curve, carry and...
USD/JPYResearchRangeMarket analysis / Oct 11, 2026When Duration Reprices Faster Than Policy: The USDJPY SetupUS 2s10s at +45bp with the 10-year at 5.242%. A 254bp gap between USDJPY and its 10-year carry — curve, carry and...
USD/JPYResearchRangeMarket analysis / Oct 10, 2026The Bond Market Repriced. USDJPY Is Running a 254bp Risk Premium.US 2s10s at +45bp with the 10-year at 5.242%. A 254bp gap between USDJPY and its 10-year carry — curve, carry and...
USD/JPYResearchRangeMarket analysis / Oct 9, 2026The Carry Trade Has Two Legs. USDJPY Is Only Pricing One.US 2s10s at +46bp with the 10-year at 5.255%. A 255bp gap between USDJPY and its 10-year carry — curve, carry and...
USD/JPYResearchRangeMarket analysis / Oct 8, 2026Duration, Not Policy: The Real Driver of the Yen CrossesUS 2s10s at +50bp with the 10-year at 5.320%. A 255bp gap between USDJPY and its 10-year carry — curve, carry and...
USD/JPYResearchRangeMarket analysis / Oct 7, 2026The 10-Year Is Doing the Talking — and USDJPY Is Not ListeningUS 2s10s at +52bp with the 10-year at 5.345%. A 257bp gap between USDJPY and its 10-year carry — curve, carry and...Chat with XTRSK
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