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Fireside Chats - FX Insights: 12 reasons why we expect a weaker JPY
In this episode of our Fireside Chats series, we'll be talking with Yujiro Goto our Head of Japan FX Strategy on his thoughts for JPY. We'll be discussing his recent research piece which outlines 12 reasons for USD/JPY to improve. Looking at what Covid-19 meant for JPY's sensitivity to interest rate differentials, how JPY typically trades in the economic cycle and if this time is different, and finally what Global factors play a large part in the JPY call here?
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By NomuraIn this episode of our Fireside Chats series, we'll be talking with Yujiro Goto our Head of Japan FX Strategy on his thoughts for JPY. We'll be discussing his recent research piece which outlines 12 reasons for USD/JPY to improve. Looking at what Covid-19 meant for JPY's sensitivity to interest rate differentials, how JPY typically trades in the economic cycle and if this time is different, and finally what Global factors play a large part in the JPY call here?