Dollar-Yen to Top Out, Drift Lower in Medium Term, Strategist Says

The video discusses the yen's performance amid US-China trade deal expectations, the global policy cycle, and the Fed's stance on interest rates. It highlights the role of central banks in supporting the US dollar and provides a long-term outlook. The potential impact of quantitative easing in Australia on its economy is also explored.

What factors contribute to the perception that the yen may be undervalued?

How does the current global policy cycle affect the Fed's approach to interest rates?

In what ways could a positive resolution around the trade story impact the US dollar?

What implications does the high percentage of foreign-held Aussie government bonds have on the exchange rate?

How might the RBA's potential actions influence the Australian economy, particularly in terms of inflation and tourism?