Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

FX & Rates

<ul><li>The carry trade involves borrowing in lower yielding currencies like the yen and investing in higher yielding assets</li><li>The recent unwind of the carry trade caused temporary market stress, but quickly settled down</li><li>The actors involved in the carry trade range from speculators to institutions, making it a diverse ecosystem with varying motivations and impacts</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The carry trade involves borrowing in lower yielding currencies like the yen and investing in higher yielding assetsThe recent unwind of the carry trade caused temporary market stress, but quickly settled downThe actors involved in the carry trade range from speculators to institutions, making it a diverse ecosystem with varying motivations and impactsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Hyun Song Shin on How Big the Yen Carry Trade Really Is

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.

<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.

<ul><li>Market fluctuations in CNY and Euro currencies, potential impact of PBOC reaction function and ECB policies</li><li>Possibility of increased pessimism in Europe not fully priced in, with potential for further downside in Euro</li><li>Recommendations for underweight positions on Euro compared to USD, Swiss Franc, and Japanese Yen, with potential for continued market movement</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Market fluctuations in CNY and Euro currencies, potential impact of PBOC reaction function and ECB policiesPossibility of increased pessimism in Europe not fully priced in, with potential for further downside in EuroRecommendations for underweight positions on Euro compared to USD, Swiss Franc, and Japanese Yen, with potential for continued market movementThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX: Are trade risks already priced into currencies?

Japan

The Japanese yen is the official currency of Japan. 

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Hyun Song Shin on How Big the Yen Carry Trade Really Is

The recent carry trade unwind caused temporary market stress but was quickly recovered from, highlighting the importance of understanding and...

Odd Lots

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

Global FX: Are trade risks already priced into currencies?

The Euro and CNY saw significant movements this week, with the PBOC setting a line in the sand for the CNY, leading to a potential shift in the...

At Any Rate

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