Seeking JGB, Samurai bond, Dollar / Yen cross-currency basis, and FX opportunities at the start of Suga’s inaugural extraordinary Diet session: The MUFG Global Markets Podcast

It’s a busy week in Japanese financial markets! An extraordinary Diet session was convened on October 26 and will last for 41 days through December 15. On October 22, committees comprised of both the ruling and opposition sides confirmed nine bills and one treaty to be addressed during this session. Prime Minister Yoshihide Suga, in his policy speech at the start of the session, proclaimed that his Cabinet is one that works for the people. Later this week, the BoJ will conclude its October policy meeting. Understanding the administration’s priorities as well as the next moves from the BoJ are key for any investor!

In this episode, MUFG’s Chief Japan Strategist, Takahiro Sekido, discusses Suga administration’s policy challenges, the October BoJ meeting, and gives a Yen Samurai primary market update. He also details implications, and his views for Dollar / Yen, Dollar / Yen cross-currency basis, and Yen rate.

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