All into Account: ‘All things Japan: YCC, JGBs, Yen and Equities’, with Tohru Sasaki, Head of Japan Macro Research

Tohru joins us to discuss the end of YCC, and where we see fair value for the JGB yield. Rising JGB yields will likely not translate into Yen strength this time around, given the wide short-term yield gap and the trade deficit.  But a weak yen should still be a positive for stocks.

 

Speakers:

Thomas Salopek, Head of Global Cross Asset Strategy

Tohru Sasaki, Head of Japan Macro Research

 

This podcast was recorded on 5 May 2023.

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