BOJ Watchers See Risk of Yen Pushing Taper Further Away

The video discusses the current bullishness on the yen, comparing it to levels seen during the Brexit vote, and explores the factors driving this trend, including geopolitical events and leadership changes at the Bank of Japan. It highlights the volatility in Japanese stocks and the yen, noting a rally due to safe haven buying. The video also examines Japan's economic outlook, the reappointment of Mr. Corrado as BOJ governor, and the implications of new deputy governor picks, suggesting a continuation of ultra-loose monetary policy, which could positively impact Japanese assets.

What historical event is the current level of interest in the yen compared to?

• The US-China Trade War

• The Brexit vote

• The 2008 Financial Crisis

• The Eurozone Crisis

What is expected to happen to the yen as cross-asset volatility decreases?

• It will continue to rally sharply

• It will experience a period of consolidation

• It will remain highly volatile

• It will depreciate significantly

Who has been renominated as the Bank of Japan governor?

• Mr. Wakatobi

• Mr. Amemiya

• Mr. Corrado

• Mr. Kuroda

What is the expected impact of the ultra-loose monetary policy on Japanese assets?

• Positive backdrop for Japanese assets

• Negative impact on higher beta assets

• Increased volatility in the market

• No significant impact

What role do the new deputy governors play in Japan's economic policy?

• They suggest a shift to tighter monetary policy

• They indicate a continuation of current policies

• They are expected to introduce new taxes

• They will focus on reducing inflation