Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

FX & Rates

<ul><li>Historical analysis suggests that previous lows in yen or highs in dollar yen may be difficult to recapture after significant technical damage.</li><li>The yen strength is influenced by wide US minus Japan real policy rate differentials, skewing historical results in a more yen bearish direction.</li><li>Expectations for the upcoming BOJ meeting include a 15 basis point rate hike and a halving of bond purchases, leading to dispersion of views among investors on the timing of rate hikes.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Historical analysis suggests that previous lows in yen or highs in dollar yen may be difficult to recapture after significant technical damage.The yen strength is influenced by wide US minus Japan real policy rate differentials, skewing historical results in a more yen bearish direction.Expectations for the upcoming BOJ meeting include a 15 basis point rate hike and a halving of bond purchases, leading to dispersion of views among investors on the timing of rate hikes.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

<ul><li>MoF intervention in Japan estimated at 3.5 trillion yen, impacting yen price action</li><li>Discussion on GPIF's asset allocation and potential repatriation flows</li><li>Expectation for increase in domestic bond weight in GPIF's portfolio, impacting yen strength</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

MoF intervention in Japan estimated at 3.5 trillion yen, impacting yen price actionDiscussion on GPIF's asset allocation and potential repatriation flowsExpectation for increase in domestic bond weight in GPIF's portfolio, impacting yen strengthThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX: On Japan Intervention/ GPIF, Dollar Supports and European Data

<ul><li>The yen has been the worst performing currency this year, but has been trading in a tight range around 150 against the dollar.</li><li>Recent developments suggest the Bank of Japan may make policy changes in March or April, possibly exiting negative rates.</li><li>Market may be getting ahead of itself with expectations for a hawkish shift from the BOJ, potentially leading to short-lived movements in the dollar-yen pair.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The yen has been the worst performing currency this year, but has been trading in a tight range around 150 against the dollar.Recent developments suggest the Bank of Japan may make policy changes in March or April, possibly exiting negative rates.Market may be getting ahead of itself with expectations for a hawkish shift from the BOJ, potentially leading to short-lived movements in the dollar-yen pair.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast from BlackRock, The Bid

The Bid

Podcast from BlackRock

The Bid breaks down what’s happening in the world of investing and explores the forces changing the economy and finance. From stock market outlooks and megatrends to geopolitics and technology, BlackRock speaks to thought leaders and industry experts from around the globe about the biggest trends moving markets.

Cross Asset Strategy

<ul><li>Japan peaked in 1989, but then experienced decades of underperformance and false dawns in terms of economic growth and stock market valuations</li><li>Recent changes in Japan, including increased inflation, wage growth, and more shareholder-friendly behavior from corporations, are leading to renewed optimism for investors</li><li>Japan's history of stagnation and deflation created risk-averse investors, but recent policies and efforts are turning the economy around, making it an exciting investment opportunity</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Japan peaked in 1989, but then experienced decades of underperformance and false dawns in terms of economic growth and stock market valuationsRecent changes in Japan, including increased inflation, wage growth, and more shareholder-friendly behavior from corporations, are leading to renewed optimism for investorsJapan's history of stagnation and deflation created risk-averse investors, but recent policies and efforts are turning the economy around, making it an exciting investment opportunityThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Best Of: Is Japan At An Inflection Point?

Macroeconomics

<ul><li>Carry strategies experiencing drawdowns, wiping out YTD gains</li><li>Market expected to stabilize after recent shocks, carry strategy appeal diminished</li><li>Yen likely to take a breather, BOJ stance unchanged, market normalization ongoing.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Carry strategies experiencing drawdowns, wiping out YTD gainsMarket expected to stabilize after recent shocks, carry strategy appeal diminishedYen likely to take a breather, BOJ stance unchanged, market normalization ongoing.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Japan

The Japanese yen is the official currency of Japan. 

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JPY (USDJPY CURNCY)

Global FX & Economics: Yen-maggedon

The historical analysis and current market conditions suggest that recovering from the recent yen strength may be difficult, with uncertainties...

At Any Rate

Global FX: On Japan Intervention/ GPIF, Dollar Supports and European Data

The Ministry of Finance intervened in the yen market, leading to significant capital outflows from Japan and potential repatriation flows due to...

At Any Rate

Global FX & Economics: Not safe yet

The Japanese yen has been the worst performing currency this year, with potential downside risks for the dollar yen pair due to stretched...

At Any Rate

Best Of: Is Japan At An Inflection Point?

The Japanese stock market peaked in December 1989 at 45% of the world's market capitalization, but experienced two decades of low growth and...

The Bid

Global FX: Weeks where decades happen

Carry models have seen drawdowns of 10% erasing YTD gains, central banks cutting rates have diminished the appeal of carry trading, and the Bank of...

At Any Rate

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