1 Comment

Mrs Hays, Thank you very much for all your interviews throughout the years.

Your work stays apart from the mass media system.

The interview with Mr. Wakatabe is insightful and timely. A hike in Japanese interest rates might trigger a drastic reduction of the Yen carry trade, as it did last August.

Same time a higher demand for USD might occur. That combination will have an impact on US equities , especially in the seven magnificent.

Some economists say that, if the above-mentioned scenario will come true, the FED will cut 0.25% in order to counter balance the effects caused by an eventual JoB hike in January or March.

Any comment from you on the above topic is welcome.

HAPPY NEW YEAR!

Expand full comment