Sophia Drossos
Sophia Drossos
add bet excited fire fuel investors policy time
Investors got too excited about a near-term policy change. This is probably not the time to bet on yen strength. We need to add more fuel to the fire to get going.
lack saving states united united-states
Reinforcement of imbalances and lack of saving in the United States is not dollar-friendly.
clarity strengthen
What you really need for the yen to strengthen is some clarity on when ZIRP will end. ZIRP is key.