22d (edited) • General discussion
Coffee time
I got a call at the end of coffee time and I couldn’t ask my question. If the Fed holds nominal rates steady but U.S. inflation expectations rise—lowering U.S. real rates—while Japan's BOJ hikes slowly as Japanese inflation expectations stabilize, could the real interest rate gap between the U.S. and Japan narrow enough to support a long-yen thesis? Or does the nominal rate differential still dominate currency moves in your view? Thanks for your time Simon, great coffee time.
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Coffee time
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