Скачать или смотреть The Japanese Yen Will Soar - USDJPY versus Japanese bond markets & FXY ETF

The Japanese yen has been undervalued for some time. Interest rates had been artificially low in Japan for some time. After the financial crisis in 2008 the percentage of ownership in US Treasuries increased significantly and has remained high since then. In this video, I break down the relationship within the financial sector the USDJPY or FXY ETF. Also, in this video I break down what will occur next with bond yields based upon a shift outward in in Japanese investors.

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Now, however, the US economy is shifting to a less-foreign friendly environment. At the same time, Japan’s economy is seeing increases in inflation. This is pushing long-term interest rate yields upward for the JP30Y—the 30 year Japanese Bond yield. With higher interest rates at home, Japanese investors have less incentive to buy US Treasury debt.
If Japanese investors begin unwinding their US Treasury holdings, then repatriate their funds back to Japan, the economic shifts could be dramatic to the point of a tsunami.
My shift in investments is taking into consideration what is likely to occur in the bond markets for the US 10 year treasury, the 30 year US treasury,, FX markets with USDJPY & FXY ETF, and equity markets.