The very late-cyclical pattern of a hawkish BoJ paired with a dovish Fed is now visible to everyone. How far will it take USDJPY lower, and will it pull the rug from under cross-asset markets?
5 Things We Watch – Central Bank Outlook, USDJPY, Natural Gas, Credit & Liquidity
USDJPY will probably be THE pair to watch, as a break of the 150 handle will be catastrophic for risk sentiment and the path for BoJ. Read what else to look out for in global macro in our 5 things to watch.
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