Strong Yen Means Problems at the BOJ

The video discusses the dynamics between the dollar, yen, and treasury yields, highlighting the current market sentiment and the breakdown of expected relationships. It explores the broad dollar weakness and its impact on the yen, noting that domestic factors in Japan have minimal influence. The potential for intervention in yen appreciation is considered, with a focus on the pace of appreciation rather than specific levels. The discussion suggests that there is room for the dollar-yen to go lower before any significant intervention occurs.

What concerns have been expressed by authorities regarding yen appreciation?

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What are the potential steps that could be taken before intervention in the dollar-yen exchange rate?

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