Stefan Angrick 1.7 1 idea

Senior Economist, Moody's Analytics
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0 winning  /  1 losing  ·  1 positions (30d)
Net: -11.3%
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currency
1 ideas -11.3%
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JPY 1 ideas
0% W -11.3%
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The Yen has strengthened below the 153 level. PM Takaichi won a strong mandate and is meeting the BOJ Governor. The political stability (Takaichi's mandate) removes friction for the BOJ to proceed with rate hikes. Nakao notes the Yen is fundamentally undervalued and that the BOJ must consider exchange rate stability alongside inflation. Angrick notes fiscal and monetary policies are aligned. LONG JPY (vs USD). US economic data re-accelerating, widening the yield spread again.
JPY Bloomberg Markets Feb 16, 03:24
Senior Economist, Moody's Analytics
Stefan Angrick (Senior Economist, Moody's Analytics) | 1 trade ideas tracked | JPY | YouTube | Buzzberg