Latest / The Investment Perspective, with Ninety One
#98 A coordinated yen rescue can't fix Japan's real rate problem
Jason Borbora-Sheen unpacks the first coordinated US-Japan currency intervention since 1998 and why a stronger yen won't hold unless Japan's real rates move. He argues the bigger signal is a global rate cycle that may be settling higher than markets expect, and explains how that's shaping a cautious stance in fixed income.
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