จับตาเงินเยนและดัชนี US30 หลังตัวเลขแรงงานสหรัฐฯ

Agree, the strong US labor data definitely pushes out the rate cut timeline for the Fed. It will be interesting to see how long the yen can hold given the persistent rate differential, especially if the BoJ remains dovish.

The yen's current stability is likely a short-term phenomenon, given the persistent rate differentials. Any sustained strength in US labor numbers will only exacerbate that pressure. It's difficult to see a significant turnaround without a clear policy shift from the BoJ.

The strong jobs numbers certainly put the Fed in a tougher spot regarding rate cuts, which isn't great for the yen. I'm curious if the market has fully priced in the longer hold on higher rates for both.