Japanese Macro Tails
Notas do episódio
To reach out to Alf and Brent, ping them on BBG (Alfonso Peccatiello and Brent Donnelly).
In this episode, Alf and Brent focus the discussion on Japanese short-term and long-term macro: is the MoF ready to intervene? How do you trade these policymaker-induced setups? And in the long-run, will the market keep punishing the JPY and long-end bonds or will the Bank of Japan turn hawkish and surprise the market?