JPY Sub-100 Is Not Unrealistic, Says Daiwa Capital’s Kitney

The video discusses the potential for the yen to fall below 100 against the dollar, drawing parallels to past market conditions like the 2016 WTI drop. It explores risk off situations, repatriation effects, and the strength of the yen due to capital inflow and QE. The perception of the yen as a stronger currency makes it attractive for carry trades, especially with potential rate cuts by the Bank of Japan. The video also examines the US dollar's future, considering interest rate gaps and their impact on currency strength.

What does the speaker suggest about the potential movement of the yen?

What historical event is referenced regarding WTI prices and its implications?

How does repatriation affect capital flows according to the speaker?

What role does the Bank of Japan play in the context of currency strength and interest rates?

What factors are mentioned that could lead to a weaker US dollar in the future?