EURJPY Macro Bias and Analysis

Score as of 7 September 2026 · Mild Bull · Low conviction

+1 — Bullish

EURJPY currently reads mild bull at +1 with low conviction, calculated on 7 September 2026. The dominant input is CPI at +2, which favours the euro. Working against it, retail sales sits at -2. Every scored input has a current reading.

Three-block breakdown

BlockValueInputsRead
Macro+1GDP, CPI, policy rates, retail sales, unemployment, momentumThe macro block nets +1, leaning towards the euro.
Sentiment0COT positioning, retail crowd positioningThe sentiment block nets out flat — the inputs inside it cancel.
Seasonality0historical monthly tendencyThe seasonality block nets out flat — the inputs inside it cancel.

All nine signals for EURJPY

GDP — 0

0 — Latest annual growth readings is balanced between the two currencies.

CPI (inflation) — +2

+2 — Headline inflation favours the euro — hotter prices imply a firmer policy path for that side.

Policy rates — +1

+1 — The central-bank policy-rate differential favours the euro, before accounting for expected changes.

Retail sales — -2

-2 — Consumer demand, measured through retail sales, favours the Japanese yen.

Unemployment — +1

+1 — Labour-market slack favours the euro — a lower jobless rate scores positively.

Momentum — -1

-1 — Recent releases against forecast favours the Japanese yen — this measures surprise, not level.

COT positioning — +1

+1 — CFTC Commitments of Traders futures positioning favours the euro, read as institutional net exposure.

Retail sentiment — -1

-1 — Crowd positioning, read contrarian, favours the Japanese yen.

Seasonality — 0

0 — The historical tendency for this month is balanced between the two currencies.

September seasonality

In September, EURJPY has averaged +0.2% over the last two years and +0.1% over five years. The two horizons agree, which makes the tendency more usable as a tiebreaker.

Most recent releases for EUR and JPY

  • EUR CPI Flash Estimate y/y released 1 Sept 2026: actual 3.3, forecast 3.3, previous 2.9.
  • EUR Core CPI Flash Estimate y/y released 1 Sept 2026: actual 2.4, forecast 2.5, previous 2.5.
  • EUR German Prelim CPI m/m released 31 Aug 2026: actual 0.2, forecast 0.3, previous 0.8.

How this score is built

  • Scores range from -10 to +10. Positive means the euro is favoured over the Japanese yen; negative means the reverse.
  • Nine independent inputs feed three conviction blocks: macro, sentiment and seasonality. Conviction rises when blocks agree, not when one input is extreme.
  • This is a macro bias and pair-selection read. It is not a trade entry, an execution signal, or investment advice.