The market thought it could be positive for the yen on expectations that a rise in rates could soon follow.
The current-account deficit is a risk for the dollar. It's difficult to justify buying the dollar until we get some more favorable economic data.
The end of quantitative easing is not positive for the yen at all, and the market is likely to find out in coming weeks time after having already bought the yen.
Fukui's comments have become dovish on rates and suggest he has no intention to tighten immediately. The pace of U.S. rate increases is expected to be much faster, given the comments from Fed officials. This will weigh on the yen.
A high core inflation figure will be an incentive to further buy the dollar.
Politicians' remarks opposing a policy shift have reduced expectations of an early end to the deflation-fighting policy and raised concern over the independence of the central bank. It also harms the government's credibility; It's yen negative.
Negative consequences of the hurricane are appearing in economic indicators and getting hard to ignore. The dollar may slide should more figures indicate economic weakness.
The gap is widening. This is negative for the yen.
Unlike past national elections, it seems swing voters in urban areas are supporting the LDP this time.
The dollar/yen could consolidate at the current level for a while.
