Fed's Waller dovish ahead of NFP day / #USDJPY 155 area KEY, TWAP style intervention / Brent still $95 / NFP next
- sc0172
- 15 hours ago
- 2 min read

Fed hike bets ease as Waller strikes dovish note ahead of Non-Farm payrolls: Fed Governor Christopher Waller said he would favour holding rates steady this month if inflation data continued to moderate, prompting traders to scale back the implied probability of a September hike to about 50% from roughly 63% a day earlier
Markets : #USDJPY 155 key for the JPY bulls (it has to go below to confirm..), Brent $95, Shares rally ahead of US jobs data, Fed's Waller soothes bonds, JD Vance downplayed the scope of the conflict in Iran, telling reporters, “I wouldn’t call it a war.” Oil edged higher. (BBG), | Bessent praised the EU for formally joining “Operation Economic Outcast” >>>> JPY interventions, BTC, GOLD rally is NO coincidence or surprise, #debasement trade in full swing, risk rally probably still as bonds sell-off, but only gradually, no stress, no panic (for now anyway), all pretty orderly, only one not playing up is Brent, which is still $95..
#USDJPY >>> SO, 155 in the Bill and Ben is absolutely key, twice the lows on previous -2- interventions.. they have to crack it.. Mr HF man Bessent should know this..technically, momentum etc.. if not.. they look like fools, so they can't surely! unlike previous 'yours large' usdjpy, mind the gap lower, this time it has looked like a classic equity execution like a TWAP sell ! .. orderly sale into liquidities... (much better if u ask me)..
#MUSK the reason Elon is mad freaking about this documentary is because THE journalist doesn't pull punches, won't be bullied...and so the bully is mad
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VERY key for further JPY strength, on top of a hawkish hike from BoJ in September and possible interventions Japan's GPIF’s unusual August management committee meeting has fuelled speculation it may raise its 25% domestic bond allocation target, Bloomberg reports | Newsquawk
Yeps.. Lukas Ekwueme on X: "China is putting itself in the perfect position for the debasement trade... It's dumping USTs and buying gold hand over fist. China is both the world's largest gold producer and the largest gold consumer, while gold imports surged ~50% in H1 2026 versus H1 2025. The Western https://t.co/x9LsfxL3EP" / X
The Hollywood Reporter on X: "Elon Musk documentary, ‘Musk,’ contends that his four-month stint in Washington last year did more than gleefully ax 270,000 federal employees and untold billions in life-saving aid. Director Alex Gibney suggests that Musk also had access to and potentially collected intimate https://t.co/qGk6JovZ1x" / X

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