Westpac's Callow: See Dollar-Yen at 118 by June

The transcript discusses the dollar yen market, predicting volatility and potential pullbacks. It highlights the impact of yield spreads and BOJ policies on the yen, and the influence of Trump's policies on risk premiums and the stock market. The analysis also covers major currencies, including the impact of Brexit on sterling, and anticipates Fed rate hikes.

What are the implications of Trump's policy stances on the stock market and the dollar?

What role does the Federal Reserve play in the current dollar dynamics?