Yen could be the biggest winner from US debt ceiling stand-off

FXstreet.com (Barcelona) - Heading into Asian trading, the biggest flows are likely to be further yen appreciation on US debt ceiling worries.

Yesterday Republicans upped the ante in their stand-off against Democrats by attaching an increased list of demands to any agreement to extend the debt ceiling.

With the Eurozone again showing signs of fragility deterring flows into the common currency, yen appears to be the big winner in the stand off. Figures released yesterday by the European Central Bank showed that private lending had fallen by a record amount within the Eurozone, despite ultra-low rates.

Choking Obamacare

Following Republican Senator Ted Cuz’s marathon speech on the senate floor earlier this week in protest against President Obama’s controversial Affordable Care Act, Republican leaders yesterday set out their demans in exchange for passing a bill to extend the debt ceiling from its current USD6.799 trillion level. These included a one year delay in the implementation of Obamacare and far-reaching supply side reforms.

Democrats have thus far resisted any effort to tie a debt ceiling increase to deficit reduction.

USD/JPY has seen moderate yen gains as the shift refocuses from US monetary policy in the form of potential asset purchase tapering to the US fiscal outlook and the potential for a US government shutdown if an agreement is not reached before mid-October.

Flash: USD index expected to decline modestly - JPMorgan

FX Strategists at JPMorgan Securities revised Q4 targets for the majority of currencies following the unexpected dovish outcome by the Fed last week, resulting in a modestly lower profile for the USD index.
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