MacroParity
Currency valuation & position framework
UPDATED 06 AUG 2026
PRICES · YAHOO FINANCE, EOD
Pair

GBPJPY

LATE
Macro favours the base currency but price already ran.
Price
213.083
-2.38% this week
Macro side
LONG
gap 0.346
1Y position
72.4%
196.245219.516
10Y position
93.2%
DEEP HIGH
The entry window stays open while price is below 204.390. 211.371 marks where the gap is considered priced in — a natural profit-taking area, not a forecast.
What would change this

Catalysts

The ranking recomputed assuming one central bank moves its rate path. Arithmetic on the inputs, not a forecast of how price reacts.

BoE · next decision 2026-09-17 (42d)

ScenarioNew gapSideEffect
Hikes 50bp1.076LONGSignal holds
Hikes 25bp0.764LONGSignal holds
Holds, tone unchanged0.346LONGSignal holds
Signals a cut0.047SHORTDirection flips
Cuts 50bp0.318SHORTDirection flips

BoJ · next decision 2026-09-18 (43d)

ScenarioNew gapSideEffect
Hikes 50bp0.299SHORTDirection flips
Hikes 25bp0.021SHORTDirection flips
Holds, tone unchanged0.346LONGSignal holds
Signals a cut0.855LONGSignal holds
Cuts 50bp1.388LONGSignal holds
Scenarios that would end this setup: BoE signals a cut → direction flips; BoE cuts 50bp → direction flips; BoJ hikes 50bp → direction flips; BoJ hikes 25bp → direction flips. Everything else leaves the signal intact, though the gap changes.

Concentration

4 entry-zone pairs share a currency with GBPJPY: GBPAUD, NZDJPY, AUDJPY, EURJPY. Taking several of them is one position expressed multiple times, not diversification.
Size this position