We See the Euro-Dollar Weakening From Here: UBS

The video discusses recent movements in the currency markets, focusing on the yen, euro, and sterling. It analyzes the FOMC statement, highlighting its continuity with previous guidance and its implications for GDP, employment, and inflation. The video also provides an outlook on asset allocation, emphasizing US equities and contrasting the policies of the Federal Reserve and ECB. Currency forecasts for the yen and euro against the US dollar are presented, along with the impact of a weaker yen on Japan's economy, particularly in terms of exports and imports.

What assumptions must be made regarding the impact of a weaker yen on Japan's economy?

What challenges do Japanese corporates face in the current economic environment?