UBP's McFarland Says Rate Cutting Cycle in Asia Is Over

The video discusses rising inflation pressures in Asia, driven by PPI and CPI data from countries like South Korea, Taiwan, and China. It explores the impact of commodity prices on inflation and currency values, particularly the Australian dollar. The discussion shifts to Japan's economic indicators, including export data and GDP figures, and concludes with an analysis of the Japanese yen's direction in relation to US yields and BOJ policies.

What factors contributed to the surprising export figures from Japan?

What is the current outlook for the Japanese yen based on the discussion?