Citi sees potential for yen (JPY) underperformance

Published 10/06/2025, 10:44
© Reuters.

Investing.com -- Monday’s release of the U.S. labor market data for May showed robust figures, which according to Citi, are likely to sustain hawkish Federal Reserve pricing.

The good headline numbers, with 139,000 new jobs added and an unemployment rate (UR) of 4.2%, were strong enough to delay expectations of a weaker US dollar (USD). Citi’s US Economics team has revised its forecast for the first Fed rate cut, pushing it from July to September.

Despite the positive labor market report, Citi still anticipates asymmetric downside risks for the USD in the coming months. The firm suggests that the current data may be skewed by advance activities ahead of tariffs, potentially leading to weaker future economic performance. Furthermore, Citi notes that fiscal risks, ongoing tariff negotiations, and persistent policy uncertainty could trigger a new wave of selling in US assets and the USD.

Citi also indicates that, in the absence of a clear catalyst, the USD might experience a period of range-bound trading. The firm points out that foreign exchange volatility has decreased following the Nonfarm Payrolls (NFP) report this year, and average daily ranges tend to decline after the Consumer Price Index (CPI) release, as subsequent data in the month is generally considered less critical.

The report also highlighted potential underperformance in the Japanese yen (JPY), with cross-JPY pairs likely to benefit. However, Citi clarifies that this does not necessarily imply a pro-risk market environment, as even safe-haven pairs such as CHF/JPY and EUR/JPY are testing the upper ranges, with the potential for bullish breakouts.

In conclusion, while the US labor market’s strong performance in May has led to a more hawkish view on the Fed’s actions, Citi maintains the stance that downside risks for the USD persist. The firm emphasizes the need for patience as it anticipates a shift in hard data that could influence future USD movement.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.