OCBC Bank's Wong on FX Outlook

The video discusses the resilience of the US economy, highlighting consumer strength and potential impacts of Fed tightening. It provides a global economic outlook, noting slowing growth in developed markets but optimism in Asia due to China's reopening. The impact of US fiscal policy on the dollar is analyzed, with expectations of a moderate to soft dollar profile in 2023. The performance of the yen and potential BOJ policy changes are explored, along with the performance of Asian currencies influenced by a soft dollar, China's reopening, and BOJ surprises.

What role does the Bank of Japan play in the current economic landscape?

How might the changes in the Japanese monetary policy affect the yen's performance?

What are the expected impacts of the China reopening story on the Asian economies?