The MUFG Global Markets Podcast
Business
2021 Japanese financial markets in review, and what to expect in 2022: The MUFG Global Markets Podcast
The emergence of the Omicron COVID-19 variant has upended JPY market pricing. USD has been sold against JPY, Nikkei selling has picked up speed, JPY rates have gone from flat to downward, and JPY basis has tightened. But investors are still seeking arbitrage opportunities for their spare funds.
In today's episode, MUFG Chief Japan Strategist Takahiro Sekido discusses the 2021 year in review and his outlook for 2022, as well as near-term monetary supply and fiscal fund supply and demand dynamics. He also shares his views on the Dollar/Yen, Yen rates, and Yen basis.
Disclaimer: www.mufgresearch.com (PDF)
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