Europacifica Consulting CEO: Yen on Course to 105

The transcript discusses the impact of the yen on the Japanese economy, highlighting its sensitivity to sentiment and its role as a sentiment indicator. It explores the challenges Japan faces due to its reliance on monetary policy for economic recovery and the need for structural reforms. The discussion also touches on global sentiment's influence on Japan's assets and the potential future movements of the yen, considering speculative positions and market headwinds.

What challenges does Japan face in implementing structural reforms?

What factors could hinder the yen from reaching the 105 level as discussed?