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Yen near Intervention Level; Dollar Up on Iran Conflict

  • Yen nears 160 key level, traders monitor Iran conflict risks
  • New Zealand dollar jumps after RBNZ signals possible earlier, larger rate hikes
  • Australian dollar slips as inflation cools, reducing rate hike expectations
  • Dollar index edges higher, sterling and euro fall

NEW YORK/LONDON, May 27 (Reuters) - The yen fell ‌to its weakest in nearly four weeks against the U.S. dollar on Wednesday, inching towards levels that triggered official Japanese intervention last month, as markets weighed a renewed flare-up in the Iran war.

The yen was steady at 159.40 per dollar , its weakest since April 30, when Japanese ​authorities stepped in to buy the currency. The 160 level is widely seen by traders as a threshold ​for intervention after the yen crossed it last month.

"They've intervened formally and the market is fully ⁠calling their bluff," said Eugene Epstein, head of structuring for North America at Moneycorp in New Jersey.

"This is not ​the first time this has happened. In the past this exact playbook plays out: they intervene and the market says 'we don't ​believe you' and they intervene again and the market says 'we believe you this time'. I would argue that the market will most likely test the Bank of Japan again."

BOJ Governor Kazuo Ueda struck a somewhat hawkish tone on Wednesday, saying a war-driven oil shock could become persistent ​in an environment of high inflation expectations and rising wages.

Markets are pricing in a 70% chance of a quarter-point hike ​at the BOJ's next policy meeting on June 15 to 16, according to LSEG data.

DOLLAR STEADIES

The safe-haven U.S. dollar steadied after edging higher ‌against ⁠other major currencies a day earlier, as the latest U.S. strikes on Iran dented optimism for a near-term end to hostilities and a reopening of the crucial Strait of Hormuz shipping channel.

U.S. Secretary of State Marco Rubio said negotiating a deal to halt the conflict could "take a few days."

The euro was a shade lower at $1.1628, while the pound was down 0.16% at $1.343.

The ​dollar was up 0.15% to ​0.787 against the Swiss ⁠franc .

The dollar index , which tracks the U.S. currency against the yen and five other peers, was little changed at 99.2 and on track for a second straight day of gains.

NEW ZEALAND ​DOLLAR SHINES

The New Zealand dollar was among the strongest performers, jumping after the Reserve Bank ​came unexpectedly close ⁠to raising interest rates and signalled rates would most likely need to increase sooner and by more than previously envisaged.

The New Zealand dollar rallied 1% to $0.588, recouping a 0.6% loss from Tuesday.

The RBNZ kept the overnight call rate steady in a split decision, ⁠with three ​members voting for a quarter-point increase and three opting to hold. Governor ​Anna Breman cast the deciding vote.

The Australian dollar slipped 0.56% to $0.7127, reversing earlier gains after data showed annual inflation cooled to 4.2% in April.

Reporting by ​Chibuike Oguh in New York. Additional reporting by Kevin Buckland in Tokyo. Editing by Gus Trompiz, Hugh Lawson and Mark Potter

Source: Reuters


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