Calls
2
Jeff Ng
Head of Asia macro strategy, SMBC
Win Rate
100.0%
return
+2.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 30
$56.40
+2.3%
Expects dollar-yen to move to 155 by year-end. Near-term dollar strength persists, but moderating energy prices, a steadier Fed, and seasonal dollar weakness in Q4 should provide tailwinds for the yen later this year.
FX & Currencies
Long
Jun 30
$157.22
+2.5%
The equity market will remain supported by AI demand, with additional demand coming from hardware and robotics. Technological advances should drive sentiment despite event risks like US midterm elections.
Equity Indexes
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Jeff Ng has 2 trade ideas tracked on Buzzberg across 2 tickers since June 2026. Most covered: VT, FXY.
