Contrary to month-end rebalancing models signalling a strong Greenback sell vs G10 counterparts, bar the Yen, USDJPY is capped below 104.50 and a key Fib retracement level at 104.67, but the headline pair faces even bigger option expiry interest at the 104.00 strike (1.7 bn) ahead of the NY cut and more Japanese inflation data in the form of Tokyo CPI. EURJPY has upside potential with the optimism on EUR. EU Official confirms Barnier will speak to "some" EU fisheries ministers on Friday, but talks are not "urgent".