A Yearn to Short Yen

Published on
April 12th, 2018
Topic
Valuation, Japan, FX
Duration
8 minutes
Asset class
Equities

A Yearn to Short Yen

Trade Ideas ·
Featuring Mark Spiegel

Published on: April 12th, 2018 • Duration: 8 minutes • Asset Class: Equities • Topic: Valuation, Japan, FX

Mark Spiegel, managing member at Stanphyl Capital, likes shorting the Japanese yen. He discusses why the currency should weaken, in this interview with Justine Underhill. Filmed on April 5th, 2018.

Comments

  • AH
    Andy H.
    13 June 2018 @ 02:16
    I believe either Albert Edwards or Axel Merk said that the long term price for USD/JPY is infinity I.
  • KN
    Kapilan N.
    29 April 2018 @ 10:18
    if inflation rises from here and rates rises with it, then the real rate of refinancing their debt won't change much. As long as they can grow above the real rate, they will be fine. I like the idea of shorting yen but for different reason.
    • zy
      zhang y.
      1 May 2018 @ 22:02
      which reason
  • LC
    Louis C.
    27 April 2018 @ 23:08
    BoJ just dropped the 2% inflation target mention from their policy statement yesterday... they know too hard a target to reach. Good luck shorting the JPY...
    • zy
      zhang y.
      1 May 2018 @ 22:02
      spot on a good risk to the trade idea

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