This week Real Vision’s Roger Hirst uses Refinitiv’s best-in-class data to look at the dramatic move in the Japanese Yen that is testing some key levels. Will the Bank of Japan keep a cap on yields and let the currency go? Even the Euro is testing a multi-decade uptrend. A strong dollar may not be your base case, but you need to be aware of its potential and the implications it has. And if the Yen is on the move, will the PBoC allow the Yuan to decline as well?
Roger Hirst, Independent Macro Analyst, Co-Head of Content, Real Vision Group