We See Yen at 124: Sunrise Brokers' Collett

The transcript discusses a surprise election in Japan and its impact on the markets, highlighting the potential for a significant majority win. It explores the political risks and market optimism, noting the lack of risk pricing for potential seat losses. The conversation shifts to currency strategies, particularly the yen's performance, and the challenges of economic reforms in Japan. The discussion concludes with corporate strategies, focusing on dividends and workforce impacts, and the pressure on companies to increase wages.

What role does the Bank of Japan play in the current economic landscape?

What factors contribute to the perception of over-promising by politicians in Japan?

How might the upcoming elections affect corporate behavior in Japan?