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YEN DEBASEMENT

Writer's picture: Edward BallsdonEdward Ballsdon

RESEARCH CONTENT


Much has been discussed about the BoJ tightening MonPol and tapering their QE program. This note delves into the data and hard numbers to discuss:

 

  • Private sector credit growth trends

  • outlook for ZIRP and inflation

  • The announced QE and impact on future government bond supply and demand dynamics

  • Opportunities with respect to the Yen and JGBs

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