Japanese Macro Tails
Jan 16, 2026•37 min
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Episode description
To reach out to Alf and Brent, ping them on BBG (Alfonso Peccatiello and Brent Donnelly).
In this episode, Alf and Brent focus the discussion on Japanese short-term and long-term macro: is the MoF ready to intervene? How do you trade these policymaker-induced setups? And in the long-run, will the market keep punishing the JPY and long-end bonds or will the Bank of Japan turn hawkish and surprise the market?
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