Linked trade ideas span 3 sources.
Bullish: Japan's economy is emerging from a long period of low growth, signaling a potential shift in its economic trajectory. Bearish: Japanese yen approaching the 160 level where historical interventions have occurred, suggesting potential further weakness
“Japan is finally emerging from this multi decade low growth equilibrium. The Japanification of its economy is being left behind.”
Forward Guidance — The US is Risking Stagflation | Mohamed El-Erian
Forward Guidance
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Unchained
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Goldman Sachs Exchanges
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