The MUFG Global Markets Podcast
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Foreign and Japanese investors cover shorts as arbitrage trading moves from cross-currency basis to the JGB yield curve: The MUFG Global Markets Podcast
Yen rates fell and the Yen has weakened following the January BoJ meeting. The BoJ did not announce any “surprises” this month, but the market is not convinced there aren’t any in store.
In today’s episode, MUFG Chief Japan Strategist Takahiro Sekido analyses investing flows and sentiment among Japanese and foreign investors based on the latest USTIC and JSDA data. He also shares his views on spot Dollar/Yen, Yen rate, and Yen basis.
Disclaimer: www.mufgresearch.com (PDF)
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