Investment Opportunities in Global Currencies

The video discusses the current state of FX positions, particularly focusing on the yen and potential buying from Japan's pension fund. It explores trade strategies that avoid direct dollar exposure, highlighting Swedish inflation and sterling positioning. The impact of central banks, specifically the Fed and BOJ, on asset classes and the yen is analyzed, noting the BOJ's challenges in controlling the currency despite asset purchase strategies.

What potential action by Japan's pension fund could lead to increased yen buying?

• Investing in foreign currencies

• Increasing their hedge ratios

• Selling off yen assets

• Reducing their hedge ratios

Which trade is highlighted as being based on Swedish inflation and domestic dynamics?

• Long USD/JPY

• Short EUR/SEK

• Long GBP/USD

• Short AUD/NZD

What was the market sentiment towards sterling ahead of the UK referendum?

• Neutral

• Bullish

• Indifferent

• Bearish

What is the expected impact of the Fed's upcoming statement?

• A decrease in asset prices

• A major market shift

• No significant impact

• Increased volatility

How might the BOJ's purchase of Japanese equities affect the yen?

• Strengthen the yen

• Cause the yen to fluctuate wildly

• Weaken the yen

• Have no impact