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Shusuke Yamada
BofA chief Japan FX strategist
First call on the ledger
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else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
After the first joint US-Japan intervention in ~15 years (est $53bn+$34bn); FIMA repo removes the reserve limit. EVENT: will/fail test at 155.
I think this time the authorities are determined to really break 155, the key level. If they fail this time to break that level, then I think the market will see the authorities have exhausted policy options.
Defends BofA's low-150s year-end USDJPY target on improving balance of payments. EVENT: will, dated year-end.
Well, my argument, so we changed our bearish yen view in May to a constructive one. And our argument is that, you know, the balance of payment has been improving, you know, quite a lot for Japan, for the Japanese yen over the past year.
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