JPY jumps after Japan’s ruling coalition loses Upper House majority, BofA says sell the rally

Published 21/07/2025, 10:50
© Reuters.

Investing.com - The Japanese yen strengthened marginally against major currencies following Sunday’s Upper House election results, where the ruling coalition lost its majority.

The Liberal Democratic Party (LDP) and Komeito secured 47 seats in the election, falling short of their 50-seat target, resulting in the loss of their majority in the Upper House. This outcome aligned with pre-election market expectations, with the extent of the loss remaining within anticipated ranges.

Prime Minister Ishiba’s stated intention to remain in office has provided a sense of continuity, fostering market relief despite the political setback. Some market participants have noted that the combined seat count of the LDP, Komeito, and opposition party Ishin exceeds a majority in both Houses, raising expectations for a potential expanded coalition.

Bank of America analysts suggest the yen may temporarily lose market attention, with the USD and EUR potentially driving USD/JPY and EUR/JPY movements in the short term. However, the bank warns that election fallout will likely influence the Japanese currency into autumn.

The financial institution maintains a bearish outlook on the yen, citing elevated political uncertainty and fiscal risk that could weaken the currency further. Bank of America views any potential relief rally in the JPY as "an opportunity to sell."

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

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