Yen, Franc Remain 'Attractive' Risk-Off Currencies: TD Securities

The video discusses the yen's role as a risk-off currency, highlighting its strength due to Japan's net foreign asset position and risk aversion trends. The BOJ faces challenges in monetary policy with limited options to boost inflation. The British pound is analyzed in the context of the UK economy, with potential long-term gains despite current uncertainties. The US dollar's strength is attributed to attractive US assets and bullish measures like tariffs, with expectations of continued upside.

In what ways do structural and demographic factors affect inflation in Japan?

What indicators suggest that the US dollar may continue to strengthen in the near future?