Harry Ishihara
speaker
237 appearances
2 recordings
1 series
first heard Nov 2024
last heard Nov 2024
Harry Ishihara’s voice in public audio — every appearance, attributed to the second.
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Appearances
Uh that's gonna you know close the interest rate differential with the US.
If you make a scatter plot of interest rate differentials with the US versus the dollar yen, it's a nice like forty-five degree upward slope.
So that's gonna keep the end weak.
Um but now we're saying that, well, the US is actually inflation actually ticked up yesterday um in the US, and the inflation rate differential is here to stay.
That seems to be the growing consensus.
So I think the
the uh the consensus is is for maybe not a a vigorous weakening of the yen because the um if it gets too bad, if it gets too weak, then we'll have inflation problems and politicians will get in trouble.
So and then the Ministry of Finance might be forced to uh intervene again.
But um so I think it's sandwiched between um various current but I think it's tilted towards expecting a
But yeah.
a spanking in July, August, um when the y when the Yang carriage fate was unwelled.
Um
At the end, it strengthened so much, so vigorously, so violently, and it shocked the Japanese equity market and shocked the global equity markets.
Um, let me rewind a little bit.
Mrs.
Watanabe, which is the nickname for Japanese retail investors, they're probably the largest spot foreign exchange traders in Japan outside of the interbank market.
The largest outside of outside the banks.
They're larger than institutional investors like the the Nippon Lai.
et cetera.
They're larger than non financial corporates like the Toyotas, and they're even larger than hedge funds based on BIS and other BI B OJ games.
Showing 81–100 of 237 · page 5 of 12
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