Calls
2
Jeff Ng
Head of Asia macro strategy, SMBC
Win Rate
50.0%
return
+0.4%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jun 30
$56.40
+1.0%
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.
Macro
Long
Jun 30
$157.22
-0.3%
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.
Macro
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Jeff Ng has 2 trade ideas tracked on Buzzberg across 2 tickers since June 2026. Most covered: VT, FXY.
