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Don't Count On JPY Correction; Staying Long GBP/JPY - Morgan Stanley
The path of the potential pace of the JPY decline may still be underestimated by markets, which continue trading the JPY long. While the 10% USDJPY advance from September lows looks impressive from a momentum point of view, it may no thave been driven by Japan’s institutional investors reducing their hedging ratios or Japan’s household sector reestablishing carry trades. Instead, investors seemed to have been caught on the wrong foot, concerned about a sudden decline of risk appetite or the incoming US administration being focused on trade issues and not on spending. Spending requires funding and indeed the ... (full story)
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