Coordinated intervention on the yen: WSJ outlines the scenario ahead of the double FOMC-BoJ meeting
A coordinated MOF/BoJ intervention could give the yen a boost ahead of the Fed and BoJ decisions at the end of July.
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Washington mobilizes on rare earths: the critical supply chain enters economic warfare phase
Discreet job offers in US federal agencies reveal a strategic acceleration on critical minerals. 85% dependence on Chinese refining, NdPr prices at ~$65/kg-below the profitability threshold for US mines. Washington is preparing a non-market intervention.
Jun 25, 2026 at 09:45 9 3
Lucia Ferraz
BOJ: pro-rate hike consensus confirmed, JPY carry trade remains in maximum turbulence zone
The June Summary of Opinions from the BOJ (06/24) reveals a majority consensus to continue rate hikes. Yen still under pressure, dollar at a 13-month high. USD/JPY in critical 155-160 zone: MoF intervention is no longer an extreme scenario. [ENCADRE titre="Key Takeaways" contenu=" - BOJ signals further tightening - Yen weakens as USD strengthens - Risk of FX intervention rises "]
Jun 25, 2026 at 09:45 10 4