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The yen strengthened on Monday on increasing investor concerns that Group of Seven finance ministers will take a tougher line on recent weakness in the Japanese currency at their upcoming weekend meeting.
The dollar generally traded higher after a key measure of the US services sector came in stronger than expected, though gains were muted with investors taking some details in the report as not being completely dollar positive.
In late afternoon trading on Monday, the euro fell 0.3 percent against the greenback to $1.2932, and sterling slipped 0.4 percent to $1.9596. With the US services sector data out of the way, traders have resumed buying the yen in the run-up to the meeting of the G7 rich nations to be held in Essen, Germany. Investors are eyeing the meeting on Friday and Saturday since European officials have been pushing for discussion of the yen's weakness, which has sparked fresh European fears of unfair trade competition.
However, the euro zone's counterparts in the United States and Japan have played down the issue. "The Japanese yen is gaining support due to event risks ahead of the G7 finance ministers' meeting," said Alex Beuzelin, senior market analyst at Ruesch International in Washington.
"But with the meeting itself not expected to result in any tangible change with respect to the weak yen, its gains are likely to be temporary and its upside limited," he added. The euro fell as low as 155.47 yen, according to electronic trading platform EBS, before recovering to trade at 155.63 yen, still down around 0.9 percent from late Friday.
The single currency has hit record highs against the yen in recent sessions, upsetting European officials who have complained that the yen's weakness gives Japan's exporters an unfair competitive advantage over euro zone products.
The dollar was down 0.7 percent at 120.29 yen. The yen was further bolstered by comments from Eurogroup Chairman Jean-Claude Juncker on Monday, who said G7 ministers would certainly discuss the yen's foreign exchange rate.
But asked if the yen would feature in the G7 communique issued at such meetings, Juncker said it was still too early to say. Extreme net short positions in a currency often suggest that a reversal in price action is imminent because dealers might be uncomfortable about keeping such a large position open.
The yen was also up 0.5 percent against the Canadian dollar, 0.7 percent against the Swiss franc and 1 percent against the pound, according to Reuters data.
The dollar earlier held firmer after the Institute for Supply Management's non-manufacturing index in January rose to its highest level since last May and above the Wall Street consensus forecast.

Copyright Reuters, 2007

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