Updated
Updated · Bloomberg · Aug 5
Yen Seen Rising 6% to 149 per Dollar by End-2026 as BofA Lifts Forecast
Updated
Updated · Bloomberg · Aug 5

Yen Seen Rising 6% to 149 per Dollar by End-2026 as BofA Lifts Forecast

3 articles · Updated · Bloomberg · Aug 5

Summary

  • 149 per dollar is Bank of America's new year-end 2026 target for the yen, implying about 6% appreciation from roughly 158 now and a stronger call than its previous 152 forecast.
  • Coordinated US-Japan currency intervention underpins the revised view, with BofA saying joint action should help push the yen higher against the dollar.
  • Bank of Japan policy is the other driver: analysts see the prospect of a rate increase in coming months adding support for further yen gains.

Insights

Can Japan and the BOJ really push the yen to 149, or will intervention fade without more rate hikes?
Why does rare U.S.-Japan coordination matter so much for the yen—and could it reshape global carry trades?