This week, comments from Japanese and US central bank officials are expected to move the yen, with the currency potentially approaching ¥160 to the dollar. Concerns over the situation in the Middle East and the Bank of Japan's monetary policy outlook could contribute to dollar-buying and downward pressure on the yen.
During the week of 24–28 August, comments from Japanese and US central bank officials are expected to influence the direction of the foreign exchange and equity markets. The yen could again be driven by demand for the dollar and safe-haven buying, with the currency potentially approaching ¥160 to the dollar.
In Japan's equity market, the Nikkei 225 could face difficulty advancing. Continued yen depreciation may support export-related stocks, while uncertainty over monetary policy and overseas developments could weigh on the market as a whole.
As an individual stock catalyst, major US chipmaker NVIDIA is scheduled to announce its results for May–July 2026 on 26 August US time and 27 August Japan time. Revenue is expected to double against the backdrop of the AI investment boom. Attention will focus on the earnings announcement's spillover effects on global equity markets and the semiconductor sector.