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About this episode
Following up from the last episode of Market Depth “The Most Critical Month for the Bank of Japan is Here” - Weston Nakamura provides a deep dive on currencies, namely the yen. Weston gives a background on what drives the yen directionally and explains why the currency strengthens despite the Bank of Japan’s endless, record-sized bond buying.
In addition, Weston reveals his own non-consensus take on the outcome of the upcoming April Bank of Japan policy meeting under a brand new and unknown Governor Ueda (a viewpoint which may surprise many).
Lastly, Weston discusses some unconventional trade ideas and position structures to play the biggest macro catalyst of the month.
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Disclaimer: Nothing discussed on Market Depth should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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