UAE Financial Markets Association >Research-Articles >FX Alpha 28 January 2014
 

FX Alpha 28 January 2014

Will JPY pause for breath?

Markets now fully price in the BoJ’s inflation target. Is there scope for disappointment?

Although markets are currently fixated with woes in emerging markets and the general under performance of carry trades, it is timely to ask whether the funding leg of carry trades, namely JPY, will weaken further.
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