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 levels of interest positioning are being observed in the yen, and how do they compare to previous significant events?

What factors are contributing to the volatility in Japanese stocks and the yen?

How does the appointment of Mr. Corrado as Bank of Japan governor impact the economic outlook?

What implications do the picks for deputy governors have on Japan's monetary policy?

In what ways should investors reassess their view on Japan following recent economic developments?