First Republic Under Stress, Now What?
The Macro Trading Floor
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The Best Way to Play the Bank of Japan Trade
If you're a European or US investor it might not be the worst idea to move an allocation into Japanese equities in this scenario. It allows you to get a reflection of an increasing Japanese yen should it happen over the next few months. An increase likelihood of action from back to Japan actually sends a very firm signal to life and pension funds typically heavily invested up or to bring allocations back to Japanese soil.
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