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EUR/JPY nears cycle high amid rising German yields


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  • EUR/JPY jumps to monthly highs and eyes the cycle high at 151.61, struck on May 2.
  • German HICP from May was confirmed at 6.3 YoY.
  • Markets expect a 25 bps hike by the ECB on Thursday.

The EUR/JPY jumped to its highest level since early May, near 151.20, as the Japanese Yen tumbled on rising government bond yields. The European Central Bank (ECB) is expected to raise rates by 25 basis point (bps). Regarding the Bank of Japan (BoJ), markets expect Governor Ueda to keep its dovish policy settings unchanged. In that sense, monetary policy divergence seems to be weighing on the Yen.

German yields declined after inflation data

Germany’s final revision from May’s Harmonized Index of Consumer Prices (HICP) remained unchanged at 6.3% YoY, according to the market consensus. Likewise, the Spanish HICP from the same period of time was confirmed at 2.9% and displayed a monthly deceleration. In addition, ZEW surveys for Germany from June came in mixed, with the Economic Sentiment coming in at -8.5 vs the -13.5 expected, while the Current Situation index came in at -56.5 vs the -40 expected

Amid the disinflationary impulse in May and the ongoing weakness seen in the Eurozone (EZ), the burden of proof for the ECB has reversed, implying that the ECB will need to justify why they will need to continue to hike, if they hike at the June 15th meeting. Focus now shifts to the updated forecast of the Bank, and investors will look for clues regarding forward guidance. 

EUR/JPY Levels to watch

According to the daily chart, the EUR/JPY holds a bullish outlook for the short term as the Relative Strength Index (RSI) and Moving Average Convergence Divergence (MACD) both remain in positive territory while the pair stands above its main moving averages, suggesting that the buyers have the upper hand. In addition, there is no strong resistance until the cycle high at 151.61, last seen on May 2, and technicals hint at a retest.

On the upside, If EUR/JPY manages to move higher, the next resistances to watch are at the 151.30 zone, followed by the mentioned cycle high and the psychological mark at 152.00. On the other hand, in case the cross loses more ground, support levels line up at the psychological mark at 150.00 and below around the 20-day Simple Moving Average (SMA) at 149.70 and the 149.00 area.

EUR/JPY Daily chart