USD/JPY (6J) — The market is now pricing a BOJ 25bp hike as near-consensus (Bloomberg Sep 11…

Market bullish JPY with near-consensus expectation for BOJ 25bp hike to 1.25% at September 17-18 meeting and follow-up by January (Bloomberg Sep 11 survey); USD/JPY breaking below 154 with institutional positioning swinging to net long for first time in years; consensus expects further yen strength

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USD/JPY (6J) — The market is now pricing a BOJ 25bp hike as near-consensus (Bloomberg Sep 11…