The September BoJ meeting and what you need to know to trade Japanese markets in October: The MUFG Global Markets Podcast

The end of H1 FY21 is at hand. USDJPY, JPY rates, and Japan stocks are up since the FOMC’s September meeting. U.S. short-term rates have trended downward, and the front end of the JPY basis curve has tightened. Japanese politicians are focusing on preparing for the Lower House elections.

In today’s episode, MUFG Chief Japan Strategist Takahiro Sekido discusses the BoJ’s September monetary policy meeting, including the BoJ’s view of risks to supply chain restrictions and China, as well as potential near term market triggers. He also shares his views on the Dollar/Yen, Yen rates, and Yen basis.

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