About this episode

Alf and Brent discuss the implications of Japanese macroeconomic policies and potential market reactions.

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?

People in this episode

Hosts: Alfonso Peccatiello, Brent Donnelly

Topics covered

• Japanese macro
• policy intervention
• currency trading
• bond market
• Bank of Japan
• market predictions

Keywords

• Japanese macro
• MoF intervention
• JPY trading
• long-end bonds
• Bank of Japan hawkish
• market punishment

Mentioned in this episode

Organizations: Bank of Japan, MoF

Places: Japan, JPY

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