Asia Market Movers: MUFG: Japan's FX warnings fall short of signalling imminent yen intervention

Wednesday, 01 Jul, 2026 Central Banks MUFG: Japan's FX warnings fall short of signalling imminent yen intervention MUFG's read is that verbal intervention risk is rising but not yet at the threshold that has historically preceded actual yen-buying operations, which argues against positioning for imminent BoJ or Mo News Japan June Manufacturing PMI (final) 54.8 (vs. preliminary 54.9, prior 54.5) A 54.8 print marks a sixth straight month of expansion and the best quarterly run since Q1 2014, a headline strong enough to support yen-positive sentiment on the growth side, though the detail compli Learn more Central Banks PBOC is expected to set the USD/CNY reference rate at 6.7795 – Reuters estimate The People’s Bank of China is due to set the daily USD/CNY reference rate at around 0115 GMT (2115 US Eastern time), a fixing that remains one of the most closely watched signals in Asian foreign exch Central Banks Japan firms lift inflation expectations as Tankan sentiment beats forecasts The combination of firmer inflation expectations and a sentiment beat across nearly every Tankan category strengthens the case for the BoJ to keep normalising policy, particularly with big manufacture Commodities WSJ: Trump weighs all-out war on Iran but opts to stick with talks Confirmation that full-scale strike options remain on the table, even if shelved for now, keeps a geopolitical risk premium embedded in oil and freight markets, particularly given the unresolved stand News Confirmed - Lutnick announces Anthropic Fable 5 approved U.S. Commerce Secretary Lutnick: approving the removal of Fable 5's export restrictions Mythos 5 approved too Anthropic says will turn them both back on on Wednesday Earlier: Politico reports that US Central Banks RBNZ preview: Westpac see July 8 rate hold. Tightening cycle still in effect, pared back A lower projected OCR peak and a softer tightening path than Westpac had pencilled in only a few months ago is a moderately dovish revision for rates markets, even as the bank still expects two furthe News Australia Manufacturing PMI (final) 51.5 (flash reading 51.2, prior 50.7). 5 month high. A third straight month above 50 with the index at a five-month high gives the headline print a constructive look, but the underlying mix is softer than the number suggests, with output falling for a f Learn more Central Banks ICYMI: BoE's Bailey says won't rush to raise rates on oil-driven inflation spike Bailey's comments reinforce a patient BoE reaction function, leaning against any near-term case for a rate move despite inflation set to climb to 3.2% later this year. His framing that the bond market

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