Gkionakis: This Is as Good as It Gets for Sterling

The video discusses the UK market's recent rally, highlighting the limited potential for further gains due to ongoing uncertainties, despite a new PM. It also examines the yen's market dynamics, noting the impact of monetary policy and speculation on its value. The discussion shifts to Japan's fiscal stimulus, questioning its effectiveness in boosting the economy and its implications for exchange rates.

What are the implications of the new Prime Minister's appointment on the UK's economic uncertainty?

How does the speaker perceive the future of sterling in relation to portfolio flows?

What is the speaker's view on the potential for a reversal in portfolio flows affecting the yen?

What concerns does the speaker express regarding the Bank of Japan's monetary policy?

In what ways does the speaker believe fiscal stimulus could impact Japan's economy?