Please join BCA Strategists Mathieu Savary and Artem Sakhbiev for a Webcast.
Thursday, September 17
9:00 AM HKT | 11:00 AM AEST
Topics to be discussed:
- Japan's yen collapse was never a fiscal crisis, it was inflation the BoJ refused to fight. Now the pivot is here.
- September 18 is nearly a lock for a BoJ hike (98% priced). The real question now is how hawkish the signal gets.
- USD/JPY to 99 or lower over the next few years. We'll walk through why, and why it won't drag down global equities with it.
- Carry trades, repatriation flows, and global vol: what's driving the next yen bull market, and why now.
- Two trade ideas: long yen, and a JGB curve flattener.