How Much Rally Is Left in the Yen?

The video discusses market expectations for currency values, focusing on the yen and potential interventions by the BOJ. It explores the impact of seasonality and risk perception on currency movements, highlighting the yen's performance against the dollar. The discussion also covers volatility in G7 and emerging market currencies, influenced by oil price stabilization. Finally, it addresses challenges faced by the Mexican peso due to issues with Pemex, emphasizing the need for a sustainable plan to stabilize the economy.

What is the expected movement of the yen by the end of the first quarter of 2017?

• Above 110

• Below 100

• Exactly 105

• Around 104

What are the two main factors contributing to the yen's rally?

• Higher interest rates and inflation

• Government spending and tax cuts

• Risk perception and seasonality

• Increased exports and lower imports

What has been the trend in G7 currency volatility compared to emerging market currencies?

• Both have increased significantly

• G7 volatility has spiked, while EM volatility remains stable

• EM volatility has spiked, while G7 volatility remains stable

• Both have decreased significantly

What is the main reason for the deterioration of Mexico's government balance sheet?

• Pemex's financial struggles

• Decreased tax revenues

• High inflation rates

• Increased foreign debt

What is the uncertainty surrounding the Federal Reserve's actions this year?

• Whether they will introduce new currency policies

• Whether they will cut interest rates

• Whether they will increase interest rates

• Whether they will maintain current interest rates