USDJPY US Dollar/Japanese Yen

USDJPY London Session Report - 2026-01-12

Session London Session
Date January 12, 2026
Bias
🟒 Long
Confidence High

Session Snapshot

  • Open: 158.126
  • High: 158.540
  • Low: 158.080
  • Close: 158.428
  • MCM State: Markup (trending higher with positive momentum)
  • Volume Context: High (cross-session liquidity)
  • News Catalyst: BOJ maintaining ultra-loose policy supporting JPY weakness; USD mixed but rate differential favoring USD strength

Fundamental Drivers

USDJPY climbing on widening US-Japan rate differential. BOJ's dovish stance vs Fed's higher-for-longer keeps carry trade attractive. Tomorrow's US CPI (1:30 PM EST) is critical - hot CPI reinforces rate gap, pushing pair higher; soft CPI narrows differential, pressuring USDJPY lower.

News Risk Assessment

  • Event Risk: High (US CPI Jan 13 at 1:30 PM EST)
  • Impact: Hot CPI (β‰₯2.7% YoY) = USD strength = upside for USDJPY; soft CPI reverses gains
  • Action: Avoid entries 30 min before/after CPI; high volatility expected

Supply/Demand Zones

Demand Zones

Zone Range Status Strength
D1 157.80-158.00 Tested Strong
D2 157.20-157.40 Fresh Strong
D3 156.50-156.80 Fresh Moderate

Supply Zones

Zone Range Status Strength
S1 159.00-159.30 Fresh Strong
S2 159.80-160.10 Fresh Strong
S3 160.50-160.80 Fresh Moderate

Support/Resistance Matrix

Level Type Price Strength Distance
R3 Psychological 160.00 Strong +1.0%
R2 Structural 159.30 Strong +0.6%
R1 Psychological 159.00 Strong +0.4%
Current - 158.428 - -
S1 Structural 158.00 Strong -0.3%
S2 Structural 157.80 Strong -0.4%
S3 Structural 157.40 Moderate -0.6%

Liquidity Hunt Map

  • Buy-Stop Clusters: Above 159.00 and 159.30 (psychological/structural resistance)
  • Sell-Stop Clusters: Below 158.00 and 157.40 (recent support zones)
  • Recent Sweeps: Minor sweep to 158.54 in early London - found sellers
  • Next Target: Likely test of 159.00 psychological level; breakout potential on hawkish CPI

Fear Factor Meter

FEAR [πŸ”΄πŸ”΄πŸŸ πŸŸ πŸŸ‘πŸŸ‘πŸŸ’πŸŸ’πŸŸ’βšͺ] GREED
                          β–²
                    Score: 8/10 β€” Risk On (JPY Weak)

Inputs: Rate differential widening, BOJ dovish, carry trade flows strong

Context: Rate gap favors USD strength. CPI outcome determines if trend extends or reverses.

Directional Bias

  • Bias: Long
  • Confidence: High
  • Rationale: Markup phase with +0.86% 5-day gain. Interest rate differential (Fed vs BOJ) strongly favors USD. Technical "strong buy" rating across timeframes. Fresh supply at 159.00-159.30 likely tested on CPI beat.

Action Zones

Setup Entry Trigger TP1 TP2 SL
🟒 Long 157.80-158.00 Bullish rejection at demand 159.00 159.50 157.60
🟒 Long (Breakout) 159.32-159.40 Break above 159.30 with volume 160.00 160.50 158.95
πŸ”΄ Short 159.00-159.30 Bearish engulfing at supply 158.40 158.00 159.50

Risk Note: Carry trade positioning heavy - CPI miss could trigger sharp unwind. Scale before event.

Momentum View

Markup phase driven by widening rate differential, highly likely to test 159.00 psychological resistance. IF CPI meets/beats expectations β†’ probable breakout above 159.30 toward 160.00. IF CPI disappoints β†’ possible liquidity hunt below 158.00 as carry trades unwind. Risk-reward favors waiting for demand retest or confirmed breakout over chasing mid-range.


When momentum aligns, we move.